Fund HoldingsCM Management, LLC

Total Portfolio Value
$94.24M
Total Bought
$28.46M
Total Sold
$11.49M
Net Transaction
+$16.97M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
IMMUNOGEN INC500,000500,000097,9358.42%+7,926
AMICUS THERAPEUTICS INC
COM
450,000450,000065,4725.81%+5,466
ALICO INC215,000215,000055,3665.69%+5,361
NATIONAL HEALTHCARE CORP(NHC)75,00075,000054,7995.09%+4,794
RADIANT LOGISTICS INC600,000620,000+20,00043,5033.72%+3,499
BGC GROUP INC0650,000+650,00003,4323.64%+3,432
TALOS ENERGY INC(TALO)225,000200,000-25,00033,2883.49%+3,285
TASEKO MINES LTD(TGB)2,500,0002,500,000043,1753.37%+3,171
PREFORMED LINE PRODS CO(PLPC)17,50017,500032,8453.02%+2,842
ARK RESTAURANTS CORP184,607184,607032,8132.99%+2,810
CARROLS RESTAURANT GROUP INC450,000350,000-100,00022,3072.45%+2,304
NEWMARK GROUP INC(NMRK)350,000350,000022,2512.39%+2,248
SOUTHWESTERN ENERGY CO500,000325,000-175,00032,0962.22%+2,093
FIDELITY NATIONAL FINANCIAL FNF GROUP(FNF)50,00050,000022,0652.19%+2,063
COHERUS BIOSCIENCES INC450,000548,000+98,00022,0502.17%+2,048
BROOKLINE BANCORP INC DEL180,000180,000021,6401.74%+1,638
RIGEL PHARMACEUTICALS INC1,500,0001,500,000021,6201.72%+1,618
FIDELITY NATL INFORMATION SV(FIS)25,00027,500+2,50011,5201.61%+1,519
KYNDRYL HLDGS INC COMMON(KD)100,000100,000011,5101.60%+1,509
AMERICAN SUPERCONDUCTOR CORP350,000200,000-150,00021,5101.60%+1,508
AMCON DISTRG CO6,0007,240+1,24011,4911.58%+1,490
EVOLUS INC75,000150,000+75,00011,3711.45%+1,370
ARKO CORP190,000190,000021,3591.44%+1,357
PAGERDUTY INC20,00060,000+40,00001,3491.43%+1,349
SABRE CORP300,000300,000011,3471.43%+1,346
FREEPORT-MCMORAN INC(FCX)20,00036,000+16,00011,3421.42%+1,342
DURECT CORP470,000525,000+55,00021,3071.39%+1,305
VIATRIS INC(VTRS)125,000125,000011,2331.31%+1,231
REPUBLIC BANCORP KY(RBCAA)27,50027,500011,2111.29%+1,210
SERVICE PPTYS TR(SVC)130,000150,000+20,00011,1541.22%+1,152
BARRICK GOLD CORP50,00075,000+25,00011,0911.16%+1,090
PAN AMERN SILVER CORP(PAAS)40,00075,000+35,00011,0861.15%+1,085
CLEARPOINT NEURO INC180,000200,000+20,00011,0021.06%+1,001
BRISTOW GROUP INC(VTOL)35,00035,000019861.05%+985
IOVANCE BIOTHERAPEUTICS INC(IOVA)0200,000+200,00009100.97%+910
WALGREENS BOOTS ALLIANCE INC040,000+40,00008900.94%+890
WARNER BROS DISCOVERY INC(WBD)60,00080,000+20,00018690.92%+868
CYTOSORBENTS CORP450,000450,000028460.90%+844
BATTALION OIL CORP135,000135,000018340.89%+834
ATEA PHARMACEUTICALS INC250,000275,000+25,00018250.88%+824
UNIVERSAL STAINLESS & ALLOY75,00060,000-15,00017870.83%+786
SELECTA BIOSCIENCES INC700,000700,000017420.79%+741
PARK HOTELS RESORTS INC(PK)50,00060,000+10,00017390.78%+739
WORLD FUEL SVCS CORP(WKC)50,00030,000-20,00016730.71%+672
SAFEGUARD SCIENTIFICS INC671,671671,671016720.71%+671
TEJON RANCH CO40,00040,000016490.69%+648
ELICIO THERAPEUTICS INC65,00065,000015490.58%+549
NEKTAR THERAPEUTICS(NKTR)750,000800,000+50,00004760.51%+476
HERON THERAPEUTICS INC500,000450,000-50,00014640.49%+463
ASSERTIO HOLDINGS INC25,000167,640+142,64004290.46%+429
ARKO CORP400,000400,000014280.45%+427
COYA THERAPEUTICS INC COMMON60,000100,000+40,00003840.41%+384
FEMASYS INC241,373125,000-116,37303730.40%+372
SMITH MICRO SOFTWARE INC225,000300,000+75,00003630.39%+363
KRONOS BIO INC250,000250,000003250.34%+325
ELEDON PHARMACEUTICALS INC234,803234,803003220.34%+321
GAIN THERAPEUTICS INC90,00090,000002950.31%+295
EDESA BIOTECH INC375,000417,602+42,60202640.28%+264
ORGANON & CO COMMON(OGN)15,00015,000002600.28%+260
BIOCARDIA INC343,000600,000+257,00012580.27%+257
LANTERN PHARMA INC75,00075,000002560.27%+255
CADENCE BANK10,00010,000002120.23%+212
PIERIS PHARMACEUTICALS INC550,000649,400+99,40001940.21%+193
CURIS INC027,500+27,50001810.19%+181
BRIGHT HEALTH GROUP INC25,71525,715001540.16%+153
ATRECA INC CL A350,000350,00000910.10%+91
NEUBASE THERAPEUTICS INC6,0000-6,00000-0
NEWELL BRANDS INC(NWL)30,0000-30,00000-0
CYTOKINETICS INC(CYTK)10,0000-10,00000-0
APPLIED THERAPEUTICS INC300,0000-300,00000-0
CURIS INC550,0000-550,00000-0
PARATEK PHARMACEUTICALS INC250,0000-250,00010-1
APA CORPORATION(APA)20,0000-20,00010-1
SPECTRUM PHARMACEUTICALS INC800,0000-800,00010-1
AUTODESK INC4,0000-4,00010-1
AMNEAL PHARMACEUTICALS INC(AMRX)275,0000-275,00010-1
CVS HEALTH CORP(CVS)20,0000-20,00010-1
BGC PARTNERS INC650,0000-650,00030-3
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