Fund HoldingsCM Management, LLC

Total Portfolio Value
$99.53M
Total Bought
$14.39M
Total Sold
$18.21M
Net Transaction
-$3.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CYTOKINETICS INC(CYTK)040,000+40,00001,6081.62%+1,608
SERVICE PPTYS TR(SVC)0450,000+450,00001,1751.18%+1,175
ALICO INC225,000225,00005,8346,7146.75%+880
WARNER BROS DISCOVERY INC(WBD)70,000150,000+80,0007401,6101.62%+870
STANLEY BLACK & DECKER INC(SWK)010,000+10,00007690.77%+769
FREEPORT-MCMORAN INC(FCX)50,00070,000+20,0001,9042,6502.66%+746
TASEKO MINES LTD(TGB)2,450,0002,450,00004,7535,4885.51%+735
HERC HLDGS INC(HRI)05,000+5,00006710.67%+671
JAZZ PHARMACEUTICALS PLC(JAZZ)15,00020,000+5,0001,8472,4832.49%+636
ATEA PHARMACEUTICALS INC300,000500,000+200,0001,0051,4951.50%+490
PREFORMED LINE PRODS CO(PLPC)27,00028,000+1,0003,4503,9233.94%+472
DELL TECHNOLOGIES INC(DELL)05,000+5,00004560.46%+456
RIGEL PHARMACEUTICALS INC242,500250,000+7,5004,0794,4984.52%+419
COYA THERAPEUTICS INC COMMON160,000200,000+40,0009171,2941.30%+377
CYTOSORBENTS CORP700,000954,076+254,0766379540.96%+317
NEWELL BRANDS INC(NWL)050,000+50,00003100.31%+310
BGC GROUP INC275,000300,000+25,0002,4922,7512.76%+260
HERON THERAPEUTICS INC700,000600,000-100,0001,0711,3201.33%+249
CENTERRA GOLD INC(CGAU)350,000350,00001,9922,2232.23%+231
EVOLUS INC150,000150,00001,6561,8051.81%+149
BIOCARDIA INC25,00075,000+50,000551910.19%+136
ELICIO THERAPEUTICS INC40,00055,000+15,0002043390.34%+135
FIRST FINL CORP IND(THFF)42,50042,50001,9632,0822.09%+119
LANTERN PHARMA INC200,000200,00006387080.71%+70
FEMASYS INC425,000425,00004685310.53%+64
COGNITION THERAPEUTICS INC200,000400,000+200,0001401680.17%+28
PARK HOTELS RESORTS INC(PK)150,000200,000+50,0002,1112,1362.15%+26
TALOS ENERGY INC(TALO)350,000350,00003,3993,4023.42%+4
PAGERDUTY INC150,000150,00002,7392,7412.75%+2
ORGANON & CO COMMON(OGN)150,000150,00002,2382,2342.24%-4
OS THERAPIES INCORPORATED110,044300,000+189,9564714620.46%-9
ASSERTIO HOLDINGS INC400,000475,000+75,0003483200.32%-28
ACADIA PHARMACEUTICALS INC70,00075,000+5,0001,2851,2461.25%-39
AMCON DISTRG CO8,3338,754+4211,0681,0271.03%-41
BATTALION OIL CORP135,000135,00002321760.18%-57
NEKTAR THERAPEUTICS(NKTR)750,000800,000+50,0006985440.55%-153
BROOKLINE BANCORP INC DEL180,000180,00002,1241,9621.97%-162
CURIS INC220,000240,000+20,0006735040.51%-169
XOMA CORP DEL55,00064,000+9,0001,4451,2761.28%-170
ARK RESTAURANTS CORP200,000200,00002,2002,0202.03%-180
EDESA BIOTECH INC110,0000-110,0001850-185
ELEDON PHARMACEUTICALS INC275,000275,00001,1339320.94%-201
REPUBLIC BANCORP KY(RBCAA)35,00035,00002,4452,2342.24%-212
ARKO CORP600,000500,000-100,000270290.03%-241
COHU INC(COHU)70,000100,000+30,0001,8691,4711.48%-398
RADIANT LOGISTICS INC775,000775,00005,1934,7664.79%-426
COMPASS THERAPEUTICS INC310,0000-310,0004500-449
NEWMARK GROUP INC(NMRK)300,000275,000-25,0003,8433,3473.36%-496
HASBRO INC(HAS)20,00010,000-10,0001,1186150.62%-503
INTEST CORP365,000375,000+10,0003,1352,6212.63%-514
VIATRIS INC(VTRS)200,000225,000+25,0002,4901,9601.97%-530
IOVANCE BIOTHERAPEUTICS INC(IOVA)300,000500,000+200,0002,2201,6651.67%-555
AMICUS THERAPEUTICS INC
COM
450,000450,00004,2393,6723.69%-567
SABRE CORP700,000700,00002,5551,9671.98%-588
ARKO CORP450,000550,000+100,0002,9662,1732.18%-793
COHERUS BIOSCIENCES INC2,050,0002,147,500+97,5002,8291,7331.74%-1,096
CVS HEALTH CORP(CVS)25,0000-25,0001,1220-1,122
SERVICE PPTYS TR(SVC)450,0000-450,0001,1430-1,143
WALGREENS BOOTS ALLIANCE INC125,0000-125,0001,1660-1,166
PAN AMERN SILVER CORP(PAAS)80,0000-80,0001,6180-1,618
BARRICK GOLD CORP125,0000-125,0001,9380-1,937
CLEARPOINT NEURO INC290,000175,000-115,0004,4602,0812.09%-2,379
COPA HOLDINGS SA(CPA)30,0000-30,0002,6360-2,636
ROYALTY PHARMA PLC SHS(RPRX)160,0000-160,0004,0820-4,082
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