StockDriftsStockDriftsTop 50 Pale Fire Capital SE Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BTG | B2GOLD CORP | 27.76% | 69.74M | $315.9M | +77.40%(+30.43M) | $3.50(+16.44%) | 2026-03-31 | |
| DOLE | DOLE PLC | 11.84% | 9.43M | $134.7M | +0.58%(+54.70K) | $10.60(+32.25%) | 2026-03-31 | |
| GRPN | GROUPON INC | 10.65% | 10.18M | $121.2M | +0.00%(+0) | $9.94(+157.31%) | 2026-03-31 | |
| ZD | ZIFF DAVIS INC | 10.26% | 2.78M | $116.8M | +130.04%(+1.57M) | $38.42(+36.47%) | 2026-03-31 | |
| PHR | PHREESIA INC | 6.37% | 8.65M | $72.5M | new | $12.65(-13.52%) | 2026-03-31 | |
| COUR | COURSERA INC | 5.38% | 10.51M | $61.2M | new | $6.59(-10.48%) | 2026-03-31 | |
| LSPD | LIGHTSPEED COMMERCE INC | 4.35% | 5.52M | $49.5M | new | $10.52(+2.66%) | 2026-03-31 | |
| CARS | CARS COM INC | 2.82% | 3.96M | $32.1M | +498.13%(+3.30M) | $10.50(+7.78%) | 2026-03-31 | |
| IAUX | I-80 GOLD CORP | 2.78% | 20.84M | $31.7M | +0.85%(+174.74K) | $0.83(+79.75%) | 2026-03-31 | |
| ANGI | ANGI INC | 2.37% | 3.93M | $26.9M | +82.56%(+1.78M) | $13.70(-55.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.91% | +129.51% |
| Top 20 Holdings Unweighted | +51.79% | +249.71% |
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