Fund HoldingsCM Management, LLC

Total Portfolio Value
$119.06M
Total Bought
$23.28M
Total Sold
$30.41M
Net Transaction
-$7.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TASEKO MINES LTD(TGB)2,500,0002,500,00003,5005,4254.56%+1,925
INCYTE CORP(INCY)030,000+30,00001,7091.44%+1,709
IOVANCE BIOTHERAPEUTICS INC(IOVA)250,000250,00002,0333,7053.11%+1,673
BAIDU INC015,000+15,00001,5791.33%+1,579
JAZZ PHARMACEUTICALS PLC(JAZZ)012,500+12,50001,5051.26%+1,505
ALIBABA GROUP HLDG LTD(BABA)020,000+20,00001,4471.22%+1,447
INTEST CORP120,000225,000+105,0001,6322,9812.50%+1,349
ROYALTY PHARMA PLC SHS(RPRX)125,000160,000+35,0003,5114,8594.08%+1,348
WALGREENS BOOTS ALLIANCE INC65,000140,000+75,0001,6973,0372.55%+1,339
AMERICAN SUPERCONDUCTOR CORP195,000250,000+55,0002,1723,3782.84%+1,205
CLEARPOINT NEURO INC200,000375,000+175,0001,3582,5502.14%+1,192
PREFORMED LINE PRODS CO(PLPC)17,50026,000+8,5002,3433,3452.81%+1,003
CURIS INC25,000120,000+95,0003191,3041.10%+986
FIRST HORIZON NATL CORP(FHN)50,000100,000+50,0007081,5401.29%+832
TALOS ENERGY INC(TALO)70,000125,000+55,0009961,7411.46%+745
CENTERRA GOLD INC(CGAU)150,000250,000+100,0008941,4781.24%+584
REVANCE THERAPEUTICS INC75,000250,000+175,0006591,2301.03%+571
VERONA PHARMA PLC035,000+35,00005630.47%+563
ORGANON & CO COMMON(OGN)125,000125,00001,8032,3501.97%+548
FIRST FINL CORP IND(THFF)014,000+14,00005370.45%+537
EVOLUS INC150,000150,00001,5802,1001.76%+521
RIGEL PHARMACEUTICALS INC1,700,0002,000,000+300,0002,4652,9602.49%+495
BARRICK GOLD CORP50,00080,000+30,0009051,3311.12%+427
COMPASS THERAPEUTICS INC125,000310,000+185,0001956140.52%+419
BRISTOW GROUP INC(VTOL)015,377+15,37704180.35%+418
NEKTAR THERAPEUTICS(NKTR)939,847939,84705318780.74%+347
WARNER BROS DISCOVERY INC(WBD)125,000200,000+75,0001,4231,7461.47%+324
CYTOSORBENTS CORP415,000825,000+410,0004617840.66%+323
COGNITION THERAPEUTICS INC0175,000+175,00003190.27%+319
XOMA CORP DEL55,00055,00001,0181,3231.11%+305
HERON THERAPEUTICS INC325,000300,000-25,0005538310.70%+279
ATEA PHARMACEUTICALS INC270,000270,00008241,0910.92%+267
COYA THERAPEUTICS INC COMMON100,000100,00007419920.83%+251
LANTERN PHARMA INC80,00065,000-15,0003425720.48%+230
VIATRIS INC(VTRS)200,000200,00002,1662,3882.01%+222
FEMASYS INC450,000400,000-50,0004396200.52%+181
ELICIO THERAPEUTICS INC50,00075,000+25,0004175700.48%+153
KYNDRYL HLDGS INC COMMON(KD)140,000140,00002,9093,0462.56%+137
ARKO CORP210,000320,000+110,0001,7331,8241.53%+92
ELEDON PHARMACEUTICALS INC140,000160,000+20,0002523300.28%+78
NEWMARK GROUP INC(NMRK)400,000400,00004,3844,4363.73%+52
GAIN THERAPEUTICS INC90,00090,00002943390.28%+45
ALICO INC215,000215,00006,2526,2955.29%+43
REPUBLIC BANCORP KY(RBCAA)27,50030,000+2,5001,5171,5301.29%+13
KRONOS BIO INC250,000250,00003133250.27%+13
TEJON RANCH CO40,00045,000+5,0006886930.58%+5
CADENCE BANK10,00010,00002962900.24%-6
EDESA BIOTECH INC62,00062,00002832600.22%-23
PIERIS PHARMACEUTICALS INC750,000575,000-175,0001371050.09%-31
ASSERTIO HOLDINGS INC345,000345,00003693310.28%-38
PARK HOTELS RESORTS INC(PK)60,00050,000-10,0009188750.73%-43
PFIZER INC(PFE)50,00050,00001,4401,3881.17%-52
PAGERDUTY INC120,000120,00002,7782,7222.29%-56
ARK RESTAURANTS CORP184,607184,60702,5972,5382.13%-59
AMCON DISTRG CO8,0008,00001,5601,4721.24%-88
SERVICE PPTYS TR(SVC)250,000300,000+50,0002,1352,0341.71%-101
SABRE CORP300,000500,000+200,0001,3201,2101.02%-110
NEWELL BRANDS INC(NWL)175,000175,00001,5191,4051.18%-114
PAN AMERN SILVER CORP(PAAS)100,000100,00001,6331,5081.27%-125
BRIGHT HEALTH GROUP INC18,0000-18,0001370-137
BROOKLINE BANCORP INC DEL180,000180,00001,9641,7931.51%-171
BIOCARDIA INC700,000700,00004652850.24%-180
ACADIA PHARMACEUTICALS INC30,00040,000+10,0009397400.62%-200
ARKO CORP400,000400,00004401980.17%-242
SELECTA BIOSCIENCES INC700,000305,482-394,5184831990.17%-284
SMITH MICRO SOFTWARE INC600,000600,00004962070.17%-289
BATTALION OIL CORP108,300130,000+21,7001,0417360.62%-305
COHERUS BIOSCIENCES INC824,0001,000,000+176,0002,7442,3902.01%-354
SAFEGUARD SCIENTIFICS INC671,6710-671,6715270-527
RADIANT LOGISTICS INC690,000725,000+35,0004,5823,9303.30%-652
LAREDO PETROLEUM INC15,0000-15,0006820-682
UNIVERSAL STAINLESS & ALLOY34,0000-34,0006830-683
APA CORPORATION(APA)25,0000-25,0008970-897
FIDELITY NATL INFORMATION SV(FIS)17,5000-17,5001,0510-1,051
AMICUS THERAPEUTICS INC
COM
450,000450,00006,3865,3014.45%-1,084
FIDELITY NATIONAL FINANCIAL FNF GROUP(FNF)25,0000-25,0001,2760-1,275
BGC GROUP INC575,000325,000-250,0004,1522,5252.12%-1,626
FREEPORT-MCMORAN INC(FCX)50,0000-50,0002,1290-2,128
CARROLS RESTAURANT GROUP INC350,0000-350,0002,7580-2,758
NATIONAL HEALTHCARE CORP(NHC)30,0000-30,0002,7730-2,773
IMMUNOGEN INC500,0000-500,00014,8250-14,825
Page 1 of 1