CM Management, LLC

CIK: 0001841857Latest portfolio: $118.6M · Q4 2025

Holdings

62

Total Value

$118.6M

New Positions

6

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
RI2RIGEL PHARMACEUTICALS INC
225,000$9.6M8.12%
2
TGBTASEKO MINES LTD
1,700,000$9.6M8.11%-150,000
3
ALCOALICO INC
200,000$7.3M6.13%-15,000
4
AM6AMICUS THERAPEUTICS INC
370,000$5.3M4.44%-80,000
5
PLPCPREFORMED LINE PRODS CO
25,000$5.2M4.36%-3,000
6
RLGTRADIANT LOGISTICS INC
650,000$4.1M3.47%-100,000
7
BGCBGC GROUP INC
400,000$3.6M3.01%+50K
8
NMRKNEWMARK GROUP INC
190,000$3.3M2.78%
9
INTTINTEST CORP
417,500$3.1M2.63%-3,094
10
CHRSCOHERUS BIOSCIENCES INC
2,100,000$3.0M2.51%
11
RPRXROYALTY PHARMA PLC SHS
75,000$2.9M2.44%+25K
12
CGCENTERRA GOLD INC
200,000$2.9M2.42%
13
KDPKEURIG DR PEPPER INC
100,000$2.8M2.36%+20K
14
VTRSVIATRIS INC
200,000$2.5M2.10%-50,000
15
HZOMARINEMAX INC
100,000$2.4M2.04%
16
PKPARK HOTELS RESORTS INC
225,000$2.4M1.98%
17
RBCAAREPUBLIC BANCORP KY
32,000$2.2M1.86%
18
TALOTALOS ENERGY INC
200,000$2.2M1.86%-50,000
19
COYACOYA THERAPEUTICS INC COMMON
350,000$2.0M1.71%+50K
20
PDPAGERDUTY INC
150,000$2.0M1.66%+30K
21
ARKOARKO CORP
400,000$1.8M1.53%-300,000
22
GUTSFRACTYL HEALTH INC
800,000$1.8M1.48%+200K
23
EOLSEVOLUS INC
250,000$1.7M1.40%
24
IOSPINNOSPEC INC
20,000$1.5M1.29%+8K
25
ARKRARK RESTAURANTS CORP
225,000$1.5M1.27%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GUTS800K+200K
CTSO1.5M+188K
NWL200K+100K
HPO400K+100K
BGC400K+50K
COYA350K+50K
ELDN650K+50K
PD150K+30K
RPRX75K+25K
LYB30K+20K

Decreased Positions

NameSharesChange
ARKO400K-300000
IOVA400K-300000
TGB1.7M-150000
AVIR355K-145000
RLGT650K-100000
AM6370K-80000
VTRS200K-50000
TALO200K-50000
CMPX100K-50000
BBT48K-27300

Sector Breakdown

Healthcare0.0% ($2.9822898249020304e+73T)
Financial Services0.0% ($357228742207135872.0T)
Technology0.0% ($311819661.5T)
Consumer Defensive0.0% ($72762802.0T)
Basic Materials0.0% ($9622153.0T)
Consumer Cyclical0.0% ($2423181.6T)
Industrials0.0% ($51674.1T)
Real Estate0.0% ($329.4T)
Energy0.0% ($220.4T)
Unknown0.0% ($96.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 2, 2026$118.6M62
Q3 2025Nov 13, 2025$119.9B66
Q2 2025Aug 12, 2025$109.8B68
Q1 2025May 9, 2025$99.5B55
Q4 2024Feb 7, 2025$112.0B58

Fund Information

CIK0001841857
Most Recent FilingFeb 2, 2026
Number of Filings5

CM Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $118.6M across 62 holdings. The largest position is RIGEL PHARMACEUTICALS INC (RI2), representing 8.1% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.