PFCS
PTHS

Pale Fire Capital SE’s Pelthos Therapeutics PTHS Stock Holding History

Pale Fire Capital SE’s Portfolio PTHS Stock Details PTHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Buy
12,919
+4,819
+59% +$114K 0.02% 47
2025
Q4 		$251K Buy
+8,100
New +$234K 0.02% 44

Other funds holding PTHS

M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
DP
Diadema Partners Morristown, New Jersey $588M AUM 182.75% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Pale Fire Capital SE increased its Pelthos Therapeutics (PTHS) stake by 59% in Q1 2026, buying an estimated $114K and bringing the position to 12,919 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #47.

Pale Fire Capital SE first reported a position in PTHS in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PTHS as of Q1 2026.

  • Pale Fire Capital SE held 12,919 shares of Pelthos Therapeutics worth $271K as of Q1 2026.
  • Pale Fire Capital SE bought 4,819 Pelthos Therapeutics shares in Q1 2026, an estimated $114K.
  • Pelthos Therapeutics made up 0.02% of Pale Fire Capital SE's portfolio in Q1 2026, its #47 holding.
  • Pale Fire Capital SE first reported a position in Pelthos Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Pelthos Therapeutics as of Q1 2026.

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