Rangeley Capital, LLC
NEW CANAAN CT · SEC CIK 0001517796
$1.05亿2026Q2 申报市值
183持仓数
30.8%前十大占比 · 第一大 6.9%
74 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NOMD 新建仓+$147.82万
MLAA 新建仓+$126.90万
DSGR 加仓+$126.20万
ABVX 加仓+$119.93万
RLYB 加仓+$119.55万
2026Q2 卖出最多 按季末市值估算
RVMD 减仓-$1,086.22万
TACO 重新持有-$291.60万
LEGGETT & PLATT 清仓-$210.44万
ICLR 清仓-$195.87万
KEZAR LIFE SCIEN 清仓-$180.36万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DRVN | DRIVEN BRANDS HLDGS INC | $722.43万 | 6.91% | 518,246 | -107,254 | -17.1% | -$149.51万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $408.51万 | 3.91% | 417,270 | -32,190 | -7.2% | -$31.51万 | 减仓 |
| SEG | SEAPORT ENTMT GROUP INC | $408.36万 | 3.91% | 153,517 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC | $316.14万 | 3.02% | 220,000 | -14,000 | -6.0% | -$20.12万 | 减仓 |
| — | STAR HLDGS | $296.18万 | 2.83% | 324,408 | 50,336 | 18.4% | $45.96万 | 加仓 |
| — | FULL HSE RESORTS INC | $258.24万 | 2.47% | 925,578 | 10,000 | 1.1% | $2.79万 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $240.00万 | 2.30% | 500,000 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $208.39万 | 1.99% | 152,000 | -38,000 | -20.0% | -$52.10万 | 减仓 |
| ECHO | ECHOSTAR CORP | $184.97万 | 1.77% | 17,800 | -200 | -1.1% | -$2.08万 | 减仓 |
| ABVX | ABIVAX SA | $173.24万 | 1.66% | 13,000 | 9,000 | 225.0% | $119.93万 | 加仓 |
| GDOT | GREEN DOT CORP | $172.38万 | 1.65% | 127,594 | -35,138 | -21.6% | -$47.47万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $172.31万 | 1.65% | 63,000 | 46,143 | 273.7% | $126.20万 | 加仓 |
| — | THERAVANCE BIOPHARMA INC | $169.15万 | 1.62% | 99,500 | -3,500 | -3.4% | -$5.95万 | 减仓 |
| RLYB | RALLYBIO CORP | $167.76万 | 1.60% | 104,850 | 74,720 | 248.0% | $119.55万 | 加仓 |
| — | ORION PROPERTIES INC | $167.21万 | 1.60% | 578,567 | -336,433 | -36.8% | -$97.23万 | 减仓 |
| MNRO | MONRO INC | $165.11万 | 1.58% | 96,500 | 44,156 | 84.4% | $75.55万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $162.93万 | 1.56% | 8,700 | -58,000 | -87.0% | -$1,086.22万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $158.25万 | 1.51% | 25,000 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $150.49万 | 1.44% | 97,978 | -24,522 | -20.0% | -$37.67万 | 减仓 |
| NOMD | NOMAD FOODS LTD | $147.82万 | 1.41% | 135,000 | 135,000 | — | $147.82万 | 新建仓 |
| ARVN | ARVINAS INC | $145.92万 | 1.40% | 175,590 | -48,400 | -21.6% | -$40.22万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $137.19万 | 1.31% | 27,000 | -33,000 | -55.0% | -$167.67万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $135.97万 | 1.30% | 51,000 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $135.20万 | 1.29% | 52,000 | -3,000 | -5.5% | -$7.80万 | 减仓 |
| MLAA | MOUNTAIN LAKE ACQUISIT CORP | $126.90万 | 1.21% | 127,791 | 127,791 | — | $126.90万 | 新建仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $118.66万 | 1.13% | 91,000 | -9,000 | -9.0% | -$11.74万 | 减仓 |
| RPD | RAPID7 INC | $115.83万 | 1.11% | 143,000 | 143,000 | — | $115.83万 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $107.48万 | 1.03% | 253,500 | 21,240 | 9.1% | $9.01万 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES | $105.73万 | 1.01% | 95,000 | -19,870 | -17.3% | -$22.12万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $103.12万 | 0.99% | 94,000 | -7,220 | -7.1% | -$7.92万 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP | $91.52万 | 0.88% | 4,000 | 4,000 | — | $91.52万 | 新建仓 |
| WENN | WEN ACQUISITION CORP | $89.73万 | 0.86% | 88,113 | 3,113 | 3.7% | $3.17万 | 加仓 |
| — | DOMO INC | $86.39万 | 0.83% | 276,000 | 250,000 | 961.5% | $78.25万 | 加仓 |
| META | META PLATFORMS INC | $84.49万 | 0.81% | 1,500 | 1,500 | — | $84.49万 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $82.38万 | 0.79% | 104,808 | 104,808 | — | $82.38万 | 新建仓 |
| IMMR | IMMERSION CORP | $74.47万 | 0.71% | 110,000 | 35,000 | 46.7% | $23.70万 | 加仓 |
| FWRD | FORWARD AIR CORP | $74.31万 | 0.71% | 55,000 | -30,000 | -35.3% | -$40.53万 | 减仓 |
| INMD | INMODE LTD | $73.10万 | 0.70% | 50,000 | 50,000 | — | $73.10万 | 新建仓 |
| — | DOUBLEDOWN INTERACTIVE CO LT | $70.03万 | 0.67% | 61,000 | 61,000 | — | $70.03万 | 新建仓 |
| CLMT | CALUMET INC | $68.44万 | 0.65% | 19,000 | -34,000 | -64.2% | -$122.47万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $67.46万 | 0.65% | 97,485 | 97,485 | — | $67.46万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $63.99万 | 0.61% | 4,500 | 4,500 | — | $63.99万 | 新建仓 |
| — | D. BORAL ARC ACQ I CORP. | $63.78万 | 0.61% | 61,150 | 61,150 | — | $63.78万 | 新建仓 |
| AXIN | AXIOM INTELLIGENCE AC CORP 1 | $63.27万 | 0.61% | 61,193 | 61,193 | — | $63.27万 | 新建仓 |
| DRDB | ROMAN DBDR ACQUISITION CORP | $63.21万 | 0.60% | 60,000 | 0 | 0.0% | — | 不变 |
| GO | GROCERY OUTLET HLDG CORP | $62.87万 | 0.60% | 63,000 | 23,000 | 57.5% | $22.95万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $62.80万 | 0.60% | 20,000 | 20,000 | — | $62.80万 | 新建仓 |
| CCII | COHEN CIRCLE ACQUISIT CORP I | $61.58万 | 0.59% | 60,200 | 50,200 | 502.0% | $51.35万 | 加仓 |
| YEXT | YEXT INC | $60.86万 | 0.58% | 130,328 | 31,000 | 31.2% | $14.48万 | 加仓 |
| KROS | KEROS THERAPEUTICS INC | $58.21万 | 0.56% | 54,400 | 0 | 0.0% | — | 不变 |
| — | D MARKET ELECTR SVCS & TRADI | $58.20万 | 0.56% | 200,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看涨期权 | $56.33万 | 0.54% | 1,000 | 1,000 | — | $56.33万 | 新建仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $55.27万 | 0.53% | 21,600 | -5,600 | -20.6% | -$14.33万 | 减仓 |
| — | ENGENE THERAPEUTICS INC | $52.78万 | 0.50% | 305,102 | 305,102 | — | $52.78万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $52.60万 | 0.50% | 15,800 | 15,800 | — | $52.60万 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $51.80万 | 0.50% | 187,000 | 101,510 | 118.7% | $28.12万 | 加仓 |
| — | GENERAL PURP ACQUISITION COR | $50.50万 | 0.48% | 50,000 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $48.87万 | 0.47% | 7,000 | 7,000 | — | $48.87万 | 新建仓 |
| KVYO | KLAVIYO INC | $46.81万 | 0.45% | 31,000 | 31,000 | — | $46.81万 | 新建仓 |
| SVAQ | SILICON VY ACQUISITION CORP | $46.63万 | 0.45% | 46,162 | 46,162 | — | $46.63万 | 新建仓 |
| QURE | UNIQURE NV | $46.06万 | 0.44% | 10,000 | -3,000 | -23.1% | -$13.82万 | 减仓 |
| FCRS | FUTURECREST ACQUISITION CORP | $45.39万 | 0.43% | 44,070 | 3,367 | 8.3% | $3.47万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.27万 | 0.43% | 13,600 | 13,600 | — | $45.27万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $45.15万 | 0.43% | 1,500 | 1,500 | — | $45.15万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $44.66万 | 0.43% | 220,000 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $43.97万 | 0.42% | 50,892 | -5,108 | -9.1% | -$4.41万 | 减仓 |
| OKUR | ONKURE THERAPEUTICS INC | $43.32万 | 0.41% | 95,000 | 0 | 0.0% | — | 不变 |
| OACC | OAKTREE ACQUISITION CORP III | $43.06万 | 0.41% | 40,239 | -20,949 | -34.2% | -$22.42万 | 减仓 |
| — | GLOBA TERRA ACQUISITION COR | $42.16万 | 0.40% | 40,361 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $42.05万 | 0.40% | 114,890 | 114,890 | — | $42.05万 | 新建仓 |
| — | NEW AMER ACQUISITION I CORP | $41.40万 | 0.40% | 40,000 | 0 | 0.0% | — | 不变 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $41.27万 | 0.39% | 44,000 | -840 | -1.9% | -$7,879 | 减仓 |
| — | ARQ INC | $40.03万 | 0.38% | 157,000 | 157,000 | — | $40.03万 | 新建仓 |
| LXU | LSB INDS INC | $37.84万 | 0.36% | 35,000 | 35,000 | — | $37.84万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $37.30万 | 0.36% | 1,000 | 1,000 | — | $37.30万 | 新建仓 |
| DCH | DAUCH CORP | $36.86万 | 0.35% | 68,000 | 68,000 | — | $36.86万 | 新建仓 |
| — | SEER INC | $36.85万 | 0.35% | 222,000 | 37,698 | 20.5% | $6.26万 | 加仓 |
| PS | PERSHING SQUARE INC | $36.15万 | 0.35% | 11,000 | 11,000 | — | $36.15万 | 新建仓 |
| — | STRATUS PPTYS INC | $36.07万 | 0.34% | 12,546 | 0 | 0.0% | — | 不变 |
| ABEO | ABEONA THERAPEUTICS INC | $35.91万 | 0.34% | 58,100 | -1,900 | -3.2% | -$1.17万 | 减仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $35.11万 | 0.34% | 162,567 | -59,433 | -26.8% | -$12.84万 | 减仓 |
| FERA | FIFTH ERA ACQUISITION CORP I | $34.86万 | 0.33% | 33,458 | 2,468 | 8.0% | $2.57万 | 加仓 |
| ACDC | PROFRAC HLDG CORP | $34.61万 | 0.33% | 59,578 | 59,578 | — | $34.61万 | 新建仓 |
| — | DRUGS MADE IN AMER ACQ II CO | $33.07万 | 0.32% | 32,551 | -23,061 | -41.5% | -$23.43万 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $32.68万 | 0.31% | 49,000 | -10,000 | -16.9% | -$6.67万 | 减仓 |
| EGHA | EGH ACQUISITION CORP. | $32.39万 | 0.31% | 31,474 | 31,474 | — | $32.39万 | 新建仓 |
| DBCA | D BORAL ACQUISITION I CORP | $32.10万 | 0.31% | 32,193 | 32,193 | — | $32.10万 | 新建仓 |
| — | RENATUS TACTICAL ACQUIS | $31.08万 | 0.30% | 29,659 | -6,123 | -17.1% | -$6.42万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL | $30.93万 | 0.30% | 21,000 | 21,000 | — | $30.93万 | 新建仓 |
| NVRI | ENVIRI CORP | $30.73万 | 0.29% | 14,000 | 14,000 | — | $30.73万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $30.54万 | 0.29% | 87,000 | 0 | 0.0% | — | 不变 |
| — | OTG ACQUISITION CORP. I | $28.40万 | 0.27% | 27,520 | -23,285 | -45.8% | -$24.03万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $27.88万 | 0.27% | 20,965 | -10,500 | -33.4% | -$13.97万 | 减仓 |
| — | LISATA THERAPEUTICS INC | $27.54万 | 0.26% | 81,000 | 6,000 | 8.0% | $2.04万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $27.37万 | 0.26% | 45,700 | 45,700 | — | $27.37万 | 新建仓 |
| EXEL | EXELIXIS INC | $27.20万 | 0.26% | 5,000 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP 看涨期权 | $27.16万 | 0.26% | 20,100 | 0 | 0.0% | — | 不变 |
| — | CSLM DIGITA ASSET ACQ CORP I | $26.87万 | 0.26% | 26,092 | -22,852 | -46.7% | -$23.54万 | 减仓 |
| — | AMERICAS CAR-MART INC | $26.37万 | 0.25% | 94,500 | 94,500 | — | $26.37万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $25.74万 | 0.25% | 7,000 | 7,000 | — | $25.74万 | 新建仓 |