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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABEONA THERAPEUTICS INC 60,000.0 $269K 0.26% +2K +4.2% $4.48
82 KOYN CSLM DIGITA ASSET ACQ CORP I Financial Services 48,944.0 $265K 0.26% +23K +87.6% $5.42 +86.8%
83 TDAY USA TODAY CO INC Communication Services 37,300.0 $263K 0.26% -10K -21.1% $7.05 +7.2%
84 AVIR ATEA PHARMACEUTICALS INC Healthcare 46,500.0 $250K 0.24% -34K -41.9% $5.38 -17.8%
85 PETS PETMED EXPRESS INC Healthcare 109,208.0 $249K 0.24% +34K +45.6% $2.28 -7.0%
86 CDZI CADIZ INC Utilities 50,000.0 $246K 0.24% -199K -79.9% $4.91 -13.4%
87 CORE SCIENTIFIC INC NEW 27,200.0 $238K 0.23% -69K -71.8% $8.74
88 PACH PIONEER ACQUISITION I CORP Financial Services 22,145.0 $228K 0.22% $10.30 -0.9%
89 FUTURECREST ACQUISITION CORP 40,703.0 $222K 0.22% NEW $5.45
90 WW INTL INC 16,000.0 $220K 0.21% +4K +33.3% $13.74
91 EXEL EXELIXIS INC Healthcare 5,000.0 $214K 0.21% $42.89 +16.9%
92 QURE UNIQURE NV Healthcare 13,000.0 $213K 0.21% +4K +52.9% $16.35 +48.0%
93 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 20,188.0 $207K 0.20% $10.23 +0.7%
94 EA ELECTRONIC ARTS INC Communication Services 1,000.0 $204K 0.20% NEW $203.87 -1.4%
95 HIGHVIEW MERGER CORP 20,000.0 $203K 0.20% $10.17
96 EMIS EMMIS ACQUISITION CORP. Financial Services 18,107.0 $182K 0.18% $10.05 +0.5%
97 FMC FMC CORP Basic Materials 10,000.0 $172K 0.17% NEW $17.22 -23.9%
98 IMA IMAGENEBIO INC Healthcare 32,590.0 $163K 0.16% +14K +78.6% $5.00 +11.2%
99 FACT II ACQUISITION CORP 15,510.0 $163K 0.16% NEW $10.50
100 BERTO ACQUISITION CORP 15,500.0 $159K 0.15% NEW $10.25
Page 5 of 7  ·  137 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%