13F HOLDINGS REPORT
Pale Fire Capital SE
Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0000921895-23-000340
Total Value
$158.9M
Positions
9
Other Managers
2
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOLE PLC | DOLE | 7,363,052 | $71.1M | 44.72% |
| 2 | GROUPON INC | GRPN | 6,717,066 | $57.6M | 36.27% |
| 3 | NAVIOS MARITIME PARTNERS L P | NMM | 390,000 | $10.1M | 6.37% |
| 4 | ARLO TECHNOLOGIES INC | ARLO | 2,293,779 | $8.1M | 5.07% |
| 5 | BURFORD CAP LTD | BUR | 437,778 | $3.6M | 2.25% |
| 6 | CENOVUS ENERGY INC | CVE | 146,994 | $2.9M | 1.80% |
| 7 | KINROSS GOLD CORP | KGCRF | 580,000 | $2.4M | 1.49% |
| 8 | GLOBAL SHIP LEASE INC NEW | GSL-PB | 102,100 | $1.7M | 1.07% |
| 9 | CENTERRA GOLD INC | CGAU | 296,149 | $1.5M | 0.97% |