CM Management, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
71
Quarter
2025 Q4
Top Holding
RIGL (8.1%)
Top 10 Concentration
45.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 71
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
RIGL
RIGEL PHARMACEU...
Healthcare 8.12% 5.31% #1 2
Prev: #3
3.2 no change no change
P
S
225,000 $9,636,750 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TGB
TASEKO MINES LT...
Basic Materials 8.11% 6.52% #2 1
Prev: #1
3.3 -150,000 -8.1%
P
S
1,700,000 $9,622,000 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALCO
ALICO INC
Consumer Defensive 6.13% 6.21% #3 1
Prev: #2
2.5 -15,000 -7.0%
P
S
200,000 $7,276,000 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FOLD
AMICUS THERAPEU...
Healthcare 4.44% 2.96% #4 2
Prev: #6
1.8 -80,000 -17.8%
P
S
370,000 $5,268,800 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLPC
PREFORMED LINE ...
Industrials 4.36% 4.58% #5 1
Prev: #4
1.8 -3,000 -10.7%
P
S
25,000 $5,167,750 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RLGT
RADIANT LOGISTI...
Industrials 3.47% 3.69% #6 1
Prev: #5
1.4 -100,000 -13.3%
P
S
650,000 $4,114,500 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BGC
BGC GROUP INC
Financial Services 3.01% 2.76% #7 2
Prev: #9
3.2 50,000 14.3%
P
S
400,000 $3,572,000 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NMRK
NEWMARK GROUP I...
Real Estate 2.78% 2.95% #8 1
Prev: #7
1.1 no change no change
P
S
190,000 $3,294,600 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INTT
INTEST CORP
Technology 2.63% 2.74% #9 1
Prev: #10
1.1 -3,094 -0.7%
P
S
417,500 $3,118,725 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHRS
COHERUS BIOSCIE...
Healthcare 2.51% 2.87% #10 2
Prev: #8
1.0 no change no change
P
S
2,100,000 $2,982,000 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RPRX
ROYALTY PHARMA ...
Healthcare 2.44% 1.47% #11 12
Prev: #23
3.1 25,000 50.0%
P
S
75,000 $2,898,000 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGAU
CENTERRA GOLD I...
Basic Materials 2.42% 1.79% #12 6
Prev: #18
1.0 no change no change
P
S
200,000 $2,874,000 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KDP
KEURIG DR PEPPE...
Consumer Defensive 2.36% 1.70% #13 6
Prev: #19
3.0 20,000 25.0%
P
S
100,000 $2,801,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTRS
VIATRIS INC
Healthcare 2.10% 2.06% #14
Prev: #14
0.9 -50,000 -20.0%
P
S
200,000 $2,490,000 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HZO
MARINEMAX INC
Consumer Cyclical 2.04% 2.11% #15 4
Prev: #11
0.8 no change no change
P
S
100,000 $2,423,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PK
PARK HOTELS RES...
Real Estate 1.98% 2.08% #16 3
Prev: #13
0.8 no change no change
P
S
225,000 $2,353,500 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RBCAA
REPUBLIC BANCOR...
Financial Services 1.86% 1.93% #17
Prev: #17
0.7 no change no change
P
S
32,000 $2,207,680 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TALO
TALOS ENERGY IN...
Energy 1.86% 2.00% #18 2
Prev: #16
0.8 -50,000 -20.0%
P
S
200,000 $2,204,000 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COYA
COYA THERAPEUTI...
Healthcare 1.71% 1.43% #19 6
Prev: #25
2.7 50,000 16.7%
P
S
350,000 $2,030,000 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PD
PAGERDUTY INC
Technology 1.66% 1.65% #20
Prev: #20
2.7 30,000 25.0%
P
S
150,000 $1,966,500 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKO
ARKO CORP
Consumer Cyclical 1.53% 2.10% #21 9
Prev: #12
0.7 -300,000 -42.9%
P
S
400,000 $1,816,000 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GUTS
FRACTYL HEALTH ...
Healthcare 1.48% 0.80% #22 26
Prev: #48
2.7 200,000 33.3%
P
S
800,000 $1,760,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EOLS
EVOLUS INC
Healthcare 1.40% 1.28% #23 7
Prev: #30
0.6 no change no change
P
S
250,000 $1,662,500 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IOSP
INNOSPEC INC
Basic Materials 1.29% 0.77% #24 26
Prev: #50
2.7 8,000 66.7%
P
S
20,000 $1,530,800 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKR
ARK RESTAURANTS...
Consumer Cyclical 1.27% 1.34% #25 1
Prev: #26
0.5 no change no change
P
S
225,000 $1,508,625 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WGO
WINNEBAGO INDS ...
Consumer Cyclical 0.00% 1.12%
Sold All 😨
(Was: #35)
0.3 -40,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALK
ALASKA AIR GROU...
Industrials 0.00% 1.04%
Sold All 😨
(Was: #37)
0.3 -25,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICLR
ICON PLC
Healthcare 0.00% 1.02%
Sold All 😨
(Was: #38)
0.3 -7,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFE
PFIZER INC
Healthcare 0.00% 0.96%
Sold All 😨
(Was: #40)
0.3 -45,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQV
IQVIA HLDGS INC
Healthcare 0.00% 0.95%
Sold All 😨
(Was: #41)
0.3 -6,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE SYSTEMS I...
Technology 0.00% 0.88%
Sold All 😨
(Was: #45)
0.3 -3,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HRI
HERC HLDGS INC
Industrials 0.00% 0.73%
Sold All 😨
(Was: #51)
0.3 -7,500 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCAR
PACCAR INC
Industrials 0.00% 0.41%
Sold All 😨
(Was: #59)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASH
ASHLAND INC
Basic Materials 0.00% 0.40%
Sold All 😨
(Was: #61)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 71 holdings

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