Rangeley Capital, LLC BCYC β€” BICYCLE THERAPEUTICS PLC

Ownership history in Rangeley Capital, LLC  Β·  3 quarters on record

AI Ownership Summary

Rangeley Capital, LLC reported BICYCLE THERAPEUTICS PLC (BCYC) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.87% in 2025 Q3. The latest visible filing shows BCYC at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCYC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rangeley Capital, LLC's position in BICYCLE THERAPEUTICS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BCYC was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rangeley Capital, LLC held BCYC β€” position size vs. price
% of Fund (quarterly)    BCYC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 132,000 +2,000 +1.5% 0.78% $935K 2026-02-14 (Est.) $5.24
2025 Q3 ADDED β€” β€” β€” 130,000 +55,000 +73.3% 0.87% $1.0M 2025-11-14 $6.48
2025 Q2 INITIATED β€” β€” β€” 75,000 β€” β€” 0.62% $521K 2025-08-14 $7.38

FAQ About Rangeley Capital, LLC and BCYC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rangeley Capital, LLC reported owning BCYC?

Rangeley Capital, LLC reported BCYC across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BCYC position in Rangeley Capital, LLC's portfolio?

The largest reported portfolio weight for BCYC was 0.87% in 2025 Q3.

What is the latest reported BCYC position on this page?

The most recent filing on this page is 2025 Q4, when Rangeley Capital, LLC reported 132,000 shares, equal to 0.78% of portfolio, with an estimated market value of $935K.

What does the chart on this BCYC ownership page compare?

The chart compares Rangeley Capital, LLC's quarterly BCYC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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