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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 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CALL ENVIRI CORP 1,000.0 $18K 0.01% NEW $17.92
122 MOUNTAIN LAKE ACQUISITION CO 15,000.0 $16K 0.01% NEW $1.04
123 PUT PLYMOUTH INDL REIT INC 100.0 $2K 0.00% NEW $21.88
Page 7 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%