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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IMXI INTERNATIONAL MONEY EXPRESS Technology 10,000.0 $158K 0.15% $15.80 -3.7%
102 MLAC MOUNTAIN LAKE ACQUISITION CO Financial Services 15,000.0 $158K 0.15% NEW $10.53 +0.7%
103 PD PAGERDUTY INC Technology 25,000.0 $155K 0.15% NEW $6.21 +15.9%
104 DIGITALBRIDGE GROUP INC 10,000.0 $154K 0.15% -4K -27.5% $15.42
105 NKTX NKARTA INC Healthcare 68,000.0 $143K 0.14% +36K +112.0% $2.11 +43.6%
106 SHC SOTERA HEALTH CO Healthcare 10,000.0 $143K 0.14% NEW $14.34 +9.2%
107 RENATUS TACTICAL ACQUIS 35,782.0 $129K 0.12% NEW $3.59
108 DDL DINGDONG CAYMAN LTD Consumer Defensive 50,000.0 $128K 0.12% NEW $2.57 -0.8%
109 HCM III ACQUISITION CORP 12,530.0 $126K 0.12% -2K -10.8% $10.08
110 SPARK I ACQUISITION CORP 10,813.0 $122K 0.12% $11.31
111 RZLT REZOLUTE INC Healthcare 40,000.0 $122K 0.12% -38K -48.9% $3.05 +6.6%
112 PEPG PEPGEN INC Healthcare 68,096.0 $121K 0.12% +32K +88.1% $1.77 -14.7%
113 TWO HARBORS INVENTMENT CORPO 10,000.0 $114K 0.11% NEW $11.42
114 CPAC CEMENTOS PACASMAYO S A A Basic Materials 11,221.0 $112K 0.11% -779.0 -6.5% $10.00 +7.6%
115 MREO MEREO BIOPHARMA GROUP PLC Healthcare 329,200.0 $109K 0.11% -35K -9.6% $0.33 -15.7%
116 RAAQ REAL ASSET ACQUISITION CORP Financial Services 10,000.0 $105K 0.10% $10.50 +11.6%
117 SIZZLE ACQUISITION CORP. II 10,000.0 $103K 0.10% NEW $10.28
118 COHEN CIRCLE ACQUISIT CORP I 10,000.0 $102K 0.10% -11K -51.9% $10.23
119 KYIV KYIVSTAR GROUP LTD Communication Services 10,000.0 $101K 0.10% NEW $10.12 +40.3%
120 BARINTHUS BIOTHERAPEUTICS PL 159,465.0 $91K 0.09% +75K +88.8% $0.57
Page 6 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%