Fund HoldingsCM Management, LLC

Total Portfolio Value
$118.61M
Total Bought
$13.97M
Total Sold
$21.54M
Net Transaction
-$7.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
RIGEL PHARMACEUTICALS INC225,000225,00006,3749,6378.12%+3,263
ROYALTY PHARMA PLC SHS(RPRX)075,000+75,00002,8982.44%+2,898
TASEKO MINES LTD(TGB)1,850,0001,700,000-150,0007,8269,6228.11%+1,797
AMICUS THERAPEUTICS INC
COM
450,000370,000-80,0003,5465,2694.44%+1,723
ALEXANDRIA REAL ESTATE EQ IN030,000+30,00001,4681.24%+1,468
LYONDELLBASELL INDUSTRIES N
SHS - A -
030,000+30,00001,2991.10%+1,299
1ST SOURCE CORP(SRCE)017,500+17,50001,0940.92%+1,094
COLUMBUS MCKINNON CORP N Y055,000+55,00009490.80%+949
FRACTYL HEALTH INC600,000800,000+200,0009541,7601.48%+806
KEURIG DR PEPPER INC(KDP)80,000100,000+20,0002,0412,8012.36%+760
CENTERRA GOLD INC(CGAU)200,000200,00002,1462,8742.42%+728
PROFOUND MED CORP080,000+80,00006300.53%+630
INNOSPEC INC(IOSP)12,00020,000+8,0009261,5311.29%+605
ASSERTIO HOLDINGS INC050,000+50,00004540.38%+454
BRISTOW GROUP INC(VTOL)30,00040,000+10,0001,0821,4651.23%+382
SHOULDER INNOVATIONS INC COMMON025,000+25,00003580.30%+358
COYA THERAPEUTICS INC COMMON300,000350,000+50,0001,7102,0301.71%+320
COGNITION THERAPEUTICS INC0200,000+200,00002700.23%+270
BGC GROUP INC350,000400,000+50,0003,3113,5723.01%+261
NEWELL BRANDS INC(NWL)100,000200,000+100,0005247440.63%+220
COGNYTE SOFTWARE LTD ORD160,000160,00001,3441,5041.27%+160
ELICIO THERAPEUTICS INC6,00025,000+19,000661990.17%+133
EVOLUS INC250,000250,00001,5351,6631.40%+128
FIRST FINL CORP IND(THFF)22,50022,50001,2701,3591.15%+90
HERON THERAPEUTICS INC750,000750,00009459750.82%+30
SCOTTS MIRACLE GRO CO(SMG)20,00020,00001,1391,1670.98%+28
VIATRIS INC(VTRS)250,000200,000-50,0002,4752,4902.10%+15
COMPASS THERAPEUTICS INC150,000100,000-50,0005255370.45%+12
ARKO CORP150,0000-150,00010-1
BIOCARDIA INC130,000130,00001681630.14%-5
PAGERDUTY INC120,000150,000+30,0001,9821,9671.66%-16
AMCON DISTRG CO9,0009,00001,0249970.84%-27
AVIAT NETWORKS INC20,00020,00004594280.36%-31
HELEN OF TROY CORP LTD15,00015,00003783190.27%-59
SERVICE PPTYS TR(SVC)300,000400,000+100,0008137360.62%-77
CRESCENT ENERGY COMPANY CL A(CRGY)175,000175,00001,5611,4681.24%-93
ARK RESTAURANTS CORP225,000225,00001,6021,5091.27%-93
REPUBLIC BANCORP KY(RBCAA)32,00032,00002,3122,2081.86%-104
MARINEMAX INC100,000100,00002,5332,4232.04%-110
PARK HOTELS RESORTS INC(PK)225,000225,00002,4932,3541.98%-139
ENVVENO MEDICAL CORPORATION600,0001,250,000+650,0005444010.34%-143
INTEST CORP420,594417,500-3,0943,2853,1192.63%-166
ALICO INC215,000200,000-15,0007,4527,2766.13%-176
ATEA PHARMACEUTICALS INC500,000355,000-145,0001,4501,2671.07%-183
TALOS ENERGY INC(TALO)250,000200,000-50,0002,3982,2041.86%-193
CURIS INC325,000325,00005403210.27%-219
OS THERAPIES INCORPORATED400,000400,00007845600.47%-224
NEWMARK GROUP INC(NMRK)190,000190,00003,5443,2952.78%-249
CYTOSORBENTS CORP1,288,1281,476,500+188,3721,2039440.80%-259
LANTERN PHARMA INC225,000225,00009796820.57%-297
RADIANT LOGISTICS INC750,000650,000-100,0004,4254,1153.47%-310
PREFORMED LINE PRODS CO(PLPC)28,00025,000-3,0005,4925,1684.36%-324
SABRE CORP800,000800,00001,4641,0880.92%-376
IOVANCE BIOTHERAPEUTICS INC(IOVA)700,000400,000-300,0001,5191,0920.92%-427
COHERUS BIOSCIENCES INC2,100,0002,100,00003,4442,9822.51%-462
ASHLAND INC(ASH)10,0000-10,0004790-479
LYONDELLBASELL INDUSTRIES N
SHS - A -
10,0000-10,0004900-490
PACCAR INC(PCAR)5,0000-5,0004920-492
BEACON FINANCIAL CORPORATION75,60048,300-27,3001,7921,2741.07%-519
ELEDON PHARMACEUTICALS INC600,000650,000+50,0001,5549820.83%-572
EURONET WORLDWIDE INC(EEFT)17,50012,500-5,0001,5379510.80%-585
ASSERTIO HOLDINGS INC724,3820-724,3826380-638
CLEARPOINT NEURO INC80,00080,00001,7431,0940.92%-649
ARKO CORP550,000400,000-150,0002,5141,8161.53%-697
COPA HOLDINGS SA(CPA)9,0002,500-6,5001,0693020.25%-768
XOMA CORP DEL48,00040,000-8,0001,8501,0640.90%-786
HERC HLDGS INC(HRI)7,5000-7,5008750-875
ORGANON & CO COMMON(OGN)225,000200,000-25,0002,4031,4341.21%-969
ADOBE SYSTEMS INCORPORATED(ADBE)3,0000-3,0001,0580-1,058
IQVIA HLDGS INC(IQV)6,0000-6,0001,1400-1,140
PFIZER INC(PFE)45,0000-45,0001,1470-1,147
ICON PLC(ICLR)7,0000-7,0001,2250-1,225
ALASKA AIR GROUP INC25,0000-25,0001,2450-1,244
WINNEBAGO INDS INC(WGO)40,0000-40,0001,3380-1,338
ROYALTY PHARMA PLC SHS(RPRX)50,0000-50,0001,7640-1,764
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