Fund HoldingsCM Management, LLC

Total Portfolio Value
$124.43M
Total Bought
$30.34M
Total Sold
$13.70M
Net Transaction
+$16.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
IMMUNOGEN INC500,000500,00007,93514,82511.91%+6,890
ROYALTY PHARMA PLC SHS(RPRX)0125,000+125,00003,5112.82%+3,511
NEWMARK GROUP INC(NMRK)350,000400,000+50,0002,2514,3843.52%+2,134
INTEST CORP0120,000+120,00001,6321.31%+1,632
ORGANON & CO COMMON(OGN)15,000125,000+110,0002601,8031.45%+1,542
NEWELL BRANDS INC(NWL)0175,000+175,00001,5191.22%+1,519
PFIZER INC(PFE)050,000+50,00001,4401.16%+1,440
PAGERDUTY INC60,000120,000+60,0001,3492,7782.23%+1,429
KYNDRYL HLDGS INC COMMON(KD)100,000140,000+40,0001,5102,9092.34%+1,399
IOVANCE BIOTHERAPEUTICS INC(IOVA)200,000250,000+50,0009102,0331.63%+1,123
RADIANT LOGISTICS INC620,000690,000+70,0003,5034,5823.68%+1,079
XOMA CORP DEL055,000+55,00001,0180.82%+1,018
SERVICE PPTYS TR(SVC)150,000250,000+100,0001,1542,1351.72%+982
ACADIA PHARMACEUTICALS INC030,000+30,00009390.75%+939
VIATRIS INC(VTRS)125,000200,000+75,0001,2332,1661.74%+934
AMICUS THERAPEUTICS INC
COM
450,000450,00005,4726,3865.13%+914
APA CORPORATION(APA)025,000+25,00008970.72%+897
CENTERRA GOLD INC(CGAU)0150,000+150,00008940.72%+894
ALICO INC215,000215,00005,3666,2525.02%+886
RIGEL PHARMACEUTICALS INC1,500,0001,700,000+200,0001,6202,4651.98%+845
WALGREENS BOOTS ALLIANCE INC40,00065,000+25,0008901,6971.36%+808
FREEPORT-MCMORAN INC(FCX)36,00050,000+14,0001,3422,1291.71%+786
BGC GROUP INC650,000575,000-75,0003,4324,1523.34%+720
FIRST HORIZON NATL CORP(FHN)050,000+50,00007080.57%+708
COHERUS BIOSCIENCES INC548,000824,000+276,0002,0502,7442.21%+694
LAREDO PETROLEUM INC015,000+15,00006820.55%+682
AMERICAN SUPERCONDUCTOR CORP200,000195,000-5,0001,5102,1721.75%+662
REVANCE THERAPEUTICS INC075,000+75,00006590.53%+659
WARNER BROS DISCOVERY INC(WBD)80,000125,000+45,0008691,4231.14%+554
PAN AMERN SILVER CORP(PAAS)75,000100,000+25,0001,0861,6331.31%+547
CARROLS RESTAURANT GROUP INC350,000350,00002,3072,7582.22%+452
ARKO CORP190,000210,000+20,0001,3591,7331.39%+374
COYA THERAPEUTICS INC COMMON100,000100,00003847410.60%+357
CLEARPOINT NEURO INC200,000200,00001,0021,3581.09%+356
TASEKO MINES LTD(TGB)2,500,0002,500,00003,1753,5002.81%+325
BROOKLINE BANCORP INC DEL180,000180,00001,6401,9641.58%+324
REPUBLIC BANCORP KY(RBCAA)27,50027,50001,2111,5171.22%+306
EDESA BIOTECH INC062,000+62,00002830.23%+283
EVOLUS INC150,000150,00001,3711,5801.27%+209
BIOCARDIA INC600,000700,000+100,0002584650.37%+207
BATTALION OIL CORP135,000108,300-26,7008341,0410.84%+206
COMPASS THERAPEUTICS INC0125,000+125,00001950.16%+195
PARK HOTELS RESORTS INC(PK)60,00060,00007399180.74%+179
CURIS INC27,50025,000-2,5001813190.26%+138
SMITH MICRO SOFTWARE INC300,000600,000+300,0003634960.40%+133
HERON THERAPEUTICS INC450,000325,000-125,0004645530.44%+89
LANTERN PHARMA INC75,00080,000+5,0002563420.28%+87
CADENCE BANK10,00010,00002122960.24%+84
AMCON DISTRG CO7,2408,000+7601,4911,5601.25%+69
FEMASYS INC125,000450,000+325,0003734390.35%+66
NEKTAR THERAPEUTICS(NKTR)800,000939,847+139,8474765310.43%+55
TEJON RANCH CO40,00040,00006496880.55%+39
ARKO CORP400,000400,00004284400.35%+12
GAIN THERAPEUTICS INC90,00090,00002952940.24%-1
ATEA PHARMACEUTICALS INC275,000270,000-5,0008258240.66%-1
KRONOS BIO INC250,000250,00003253130.25%-12
BRIGHT HEALTH GROUP INC25,71518,000-7,7151541370.11%-16
SABRE CORP300,000300,00001,3471,3201.06%-27
PIERIS PHARMACEUTICALS INC649,400750,000+100,6001941370.11%-57
ASSERTIO HOLDINGS INC167,640345,000+177,3604293690.30%-60
ELEDON PHARMACEUTICALS INC234,803140,000-94,8033222520.20%-70
ATRECA INC CL A350,0000-350,000910-91
UNIVERSAL STAINLESS & ALLOY60,00034,000-26,0007876830.55%-104
ELICIO THERAPEUTICS INC65,00050,000-15,0005494170.34%-132
SAFEGUARD SCIENTIFICS INC671,671671,67106725270.42%-145
BARRICK GOLD CORP75,00050,000-25,0001,0919050.73%-187
ARK RESTAURANTS CORP184,607184,60702,8132,5972.09%-216
SELECTA BIOSCIENCES INC700,000700,00007424830.39%-259
EDESA BIOTECH INC417,6020-417,6022640-264
CYTOSORBENTS CORP450,000415,000-35,0008464610.37%-385
FIDELITY NATL INFORMATION SV(FIS)27,50017,500-10,0001,5201,0510.84%-469
PREFORMED LINE PRODS CO(PLPC)17,50017,50002,8452,3431.88%-503
WORLD FUEL SVCS CORP(WKC)30,0000-30,0006730-673
FIDELITY NATIONAL FINANCIAL FNF GROUP(FNF)50,00025,000-25,0002,0651,2761.03%-789
BRISTOW GROUP INC(VTOL)35,0000-35,0009860-986
DURECT CORP525,0000-525,0001,3070-1,307
NATIONAL HEALTHCARE CORP(NHC)75,00030,000-45,0004,7992,7732.23%-2,026
SOUTHWESTERN ENERGY CO325,0000-325,0002,0960-2,096
TALOS ENERGY INC(TALO)200,00070,000-130,0003,2889960.80%-2,292
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