PFCS
CGAU

Pale Fire Capital SE’s Centerra Gold CGAU Stock Holding History

Pale Fire Capital SE’s Portfolio CGAU Stock Details CGAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-591,222
Closed -$8.5M – 64
2025
Q4 		$8.5M Sell
591,222
-1,744,656
-75% -$21.8M 0.57% 14
2025
Q3 		$25.1M Sell
2,335,878
-1,131,420
-33% -$9.02M 2.74% 7
2025
Q2 		$25M Hold
3,467,298
– – 2.57% 6
2025
Q1 		$22M Buy
3,467,298
+1,194,500
+53% +$7.3M 2.62% 8
2024
Q4 		$12.9M Buy
2,272,798
+56,388
+3% +$362K 2.93% 6
2024
Q3 		$15.9M Sell
2,216,410
-633,904
-22% -$4.36M 2.49% 7
2024
Q2 		$19.2M Sell
2,850,314
-122,033
-4% -$800K 2.16% 9
2024
Q1 		$17.6M Buy
2,972,347
+1,164,560
+64% +$6.31M 2.45% 8
2023
Q4 		$10.8M Buy
1,807,787
+1,661,638
+1,137% +$9.1M 1.68% 13
2023
Q3 		$716K Sell
146,149
-150,000
-51% -$878K 0.07% 34
2023
Q2 		$1.78M Hold
296,149
– – 0.13% 30
2023
Q1 		$1.92M Hold
296,149
– – 1.11% 11
2022
Q4 		$1.53M Buy
+296,149
New +$1.47M 0.97% 9

Other funds holding CGAU

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Pale Fire Capital SE's CGAU Position: Q1 2026 in Review

Pale Fire Capital SE sold out of Centerra Gold (CGAU) in Q1 2026, closing a stake of 591,222 shares — an estimated $8.5M sold.

Pale Fire Capital SE first reported a position in CGAU in Q4 2022 and held it in 13 quarters. The position peaked at $25.1M in Q3 2025. 201 funds tracked by Wall St. Rank hold CGAU as of Q1 2026.

  • Pale Fire Capital SE reported no remaining Centerra Gold position as of Q1 2026 after selling out during the quarter.
  • Pale Fire Capital SE sold 591,222 Centerra Gold shares in Q1 2026, an estimated $8.5M.
  • Pale Fire Capital SE first reported a position in Centerra Gold in Q4 2022 and held it in 13 quarters.
  • Pale Fire Capital SE's Centerra Gold position peaked at $25.1M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Centerra Gold as of Q1 2026.

Based on Pale Fire Capital SE's 13F filing for Q1 2026, filed 14 May 2026.