Rangeley Capital, LLC 13F 持仓 · 2026年Q2
Rangeley Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 176 只证券，申报市值合计 1.09 亿美元。前几大持仓：DRVN（6.60%）、RVMDW（4.28%）、PRTA（3.73%）。本季前 25 大持仓中：新建仓 3 只、增持 6 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DRVN | DRIVEN BRANDS HLDGS INC | $7.2M | 6.60% | 518,246 | 减持 |
| 2 | RVMDW | REVOLUTION MEDICINES INC | $4.7M | 4.28% | 25,000 | 新建仓 |
| 3 | PRTA | PROTHENA CORP PLC | $4.1M | 3.73% | 417,270 | 减持 |
| 4 | SEG | SEAPORT ENTMT GROUP INC | $4.1M | 3.73% | 153,517 | 持平 |
| 5 | GRND | GRINDR INC | $3.2M | 2.89% | 220,000 | 减持 |
| 6 | STHO | STAR HLDGS | $3.0M | 2.71% | 324,408 | 增持 |
| 7 | FLL | FULL HSE RESORTS INC | $2.6M | 2.36% | 925,578 | 增持 |
| 8 | ABUS | ARBUTUS BIOPHARMA CORP | $2.4M | 2.19% | 500,000 | 持平 |
| 9 | TRIP | TRIPADVISOR INC | $2.1M | 1.90% | 152,000 | 减持 |
| 10 | ECHO | ECHOSTAR CORP | $1.8M | 1.69% | 17,800 | 减持 |
| 11 | ABVX | ABIVAX SA | $1.7M | 1.58% | 13,000 | 增持 |
| 12 | DSGR | DISTRIBUTION SOLUTIONS GRP I | $1.7M | 1.57% | 63,000 | 增持 |
| 13 | GDOT | GREEN DOT CORP | $1.7M | 1.57% | 127,594 | 减持 |
| 14 | TBPH | THERAVANCE BIOPHARMA INC | $1.7M | 1.55% | 99,500 | 减持 |
| 15 | ONL | ORION PROPERTIES INC | $1.7M | 1.53% | 578,567 | 减持 |
| 16 | RLYB | RALLYBIO CORP | $1.7M | 1.53% | 104,850 | 增持 |
| 17 | MNRO | MONRO INC | $1.7M | 1.51% | 96,500 | 增持 |
| 18 | RVMD | REVOLUTION MEDICINES INC | $1.6M | 1.49% | 8,700 | 减持 |
| 19 | BHF | BRIGHTHOUSE FINL INC | $1.6M | 1.45% | 25,000 | 持平 |
| 20 | JANX | JANUX THERAPEUTICS INC | $1.5M | 1.37% | 97,978 | 减持 |
| 21 | NOMD | NOMAD FOODS LTD | $1.5M | 1.35% | 135,000 | 新建仓 |
| 22 | ARVN | ARVINAS INC | $1.5M | 1.33% | 175,590 | 减持 |
| 23 | META | META PLATFORMS INC | $1.4M | 1.29% | 2,500 | 新建仓 |
| 24 | DK | DELEK US HLDGS INC NEW | $1.4M | 1.25% | 27,000 | 减持 |
| 25 | WBD | WARNER BROS DISCOVERY INC | $1.4M | 1.24% | 51,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR