Pale Fire Capital SE’s Navios Maritime Partners NMM Stock Holding History

Pale Fire Capital SE’s Portfolio NMM Stock Details NMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-34,011	Closed	-$1.33M	–	68
2025 Q1	$1.33M	Sell	34,011 -50,340	-60%	-$2.12M	0.16%	26
2024 Q4	$3.65M	Sell	84,351 -85,875	-50%	-$4.49M	0.83%	13
2024 Q3	$10.7M	Sell	170,226 -519,340	-75%	-$26.7M	1.67%	11
2024 Q2	$35.2M	Sell	689,566 -11,897	-2%	-$552K	3.97%	7
2024 Q1	$29.9M	Hold	701,463	–	–	4.16%	7
2023 Q4	$19.6M	Sell	701,463 -4,217	-0.6%	-$102K	3.06%	7
2023 Q3	$16.3M	Hold	705,680	–	–	1.64%	9
2023 Q2	$15.4M	Buy	705,680 +315,680	+81%	+$6.99M	1.12%	13
2023 Q1	$9.41M	Hold	390,000	–	–	5.43%	4
2022 Q4	$10.1M	Buy	+390,000	New	+$9.92M	6.37%	3

Other funds holding NMM

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Armor Advisors New York $298M AUM 46.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Pale Fire Capital SE's NMM Position: Q2 2025 in Review

Pale Fire Capital SE sold out of Navios Maritime Partners (NMM) in Q2 2025, closing a stake of 34,011 shares — an estimated $1.33M sold.

Pale Fire Capital SE first reported a position in NMM in Q4 2022 and held it in 10 quarters. The position peaked at $35.2M in Q2 2024. 61 funds tracked by Wall St. Rank hold NMM as of Q2 2025.

Pale Fire Capital SE reported no remaining Navios Maritime Partners position as of Q2 2025 after selling out during the quarter.
Pale Fire Capital SE sold 34,011 Navios Maritime Partners shares in Q2 2025, an estimated $1.33M.
Pale Fire Capital SE first reported a position in Navios Maritime Partners in Q4 2022 and held it in 10 quarters.
Pale Fire Capital SE's Navios Maritime Partners position peaked at $35.2M in Q2 2024.
61 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2025.

Based on Pale Fire Capital SE's 13F filing for Q2 2025, filed 13 Aug 2025.