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Portfolio (Quarterly) Guide ↗

Rangeley Capital, LLC

· CIK 0001517796
13F Portfolio $103M AUM 138 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 34 Added 35 Reduced 33 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVVD INVIVYD INC Healthcare 45,000.0 $58K 0.06% NEW $1.30 -15.4%
42 GREAT ELM CAP CORP 10,000.0 $50K 0.05% NEW $5.01
43 LAB STANDARD BIOTOOLS INC Healthcare 50,000.0 $46K 0.04% NEW $0.92 +12.0%
44 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 18,600.0 $44K 0.04% NEW $2.37 +1.3%
45 ALIT ALIGHT INC Technology 49,464.0 $29K 0.03% NEW $0.58 +40.4%
46 KIORA PHARMACEUTICALS INC 10,000.0 $19K 0.02% NEW $1.93
47 XRX XEROX HOLDINGS CORP Technology 100,000.0 $9K 0.01% NEW $0.09 +3104.4%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 32.1%
Consumer Cyclical 23.4%
Real Estate 13.6%
Technology 9.2%
Financial Services 8.6%
Industrials 4.2%
Energy 3.9%
Communication Services 3.4%
Basic Materials 0.8%
Consumer Defensive 0.5%