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Portfolio (Quarterly) Guide ↗

Rangeley Capital, LLC

· CIK 0001517796
13F Portfolio $120M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PETS PETMED EXPRESS INC Healthcare 75,000.0 $240K 0.20% NEW $3.20 -33.8%
82 PEPG PEPGEN INC Healthcare 36,200.0 $236K 0.20% NEW $6.51 -76.8%
83 PACH PIONEER ACQUISITION I CORP Financial Services 22,145.0 $226K 0.19% NEW $10.22 -0.1%
84 EXEL EXELIXIS INC Healthcare 5,000.0 $219K 0.18% NEW $43.83 +14.4%
85 COHEN CIRCLE ACQUISIT CORP I 20,809.0 $213K 0.18% NEW $10.23
86 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 73,895.0 $212K 0.18% NEW $2.87 -13.2%
87 DIGITALBRIDGE GROUP INC 13,800.0 $212K 0.18% NEW $15.34
88 ADICET BIO INC 25,001.0 $211K 0.17% NEW $8.42
89 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 20,188.0 $204K 0.17% NEW $10.13 +1.7%
90 QURE UNIQURE NV Healthcare 8,500.0 $203K 0.17% NEW $23.93 +1.1%
91 HIGHVIEW MERGER CORP 20,000.0 $203K 0.17% NEW $10.13
92 ENVIRI CORP 10,667.0 $191K 0.16% NEW $17.92
93 RZLT REZOLUTE INC Healthcare 78,200.0 $185K 0.15% NEW $2.36 +37.7%
94 EMIS EMMIS ACQUISITION CORP. Financial Services 18,107.0 $180K 0.15% NEW $9.95 +1.5%
95 SOC SABLE OFFSHORE CORP Energy 19,000.0 $171K 0.14% NEW $9.02 +63.4%
96 IMXI INTERNATIONAL MNY EXPRESS IN Technology 10,000.0 $154K 0.13% NEW $15.36 -0.9%
97 MREO MEREO BIOPHARMA GROUP PLC Healthcare 364,000.0 $152K 0.13% NEW $0.42 -33.2%
98 CORZ CORE SCIENTIFIC INC NEW Technology 10,000.0 $146K 0.12% NEW $14.56 +73.5%
99 CALL PLYMOUTH INDL REIT INC 6,500.0 $142K 0.12% NEW $21.88
100 HCM III ACQUISITION CORP 14,046.0 $141K 0.12% NEW $10.04
Page 5 of 7  ·  123 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 30.6%
Technology 15.0%
Consumer Cyclical 13.1%
Real Estate 11.4%
Financial Services 9.3%
Communication Services 7.8%
Industrials 6.9%
Energy 3.7%
Utilities 1.6%
Basic Materials 0.6%