BML Capital Management, LLC: 13F holdings
CIK 16168242026Q2
| Positions | 18 |
|---|
| Reported value | $176.1m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 18 (+2 vs prior quarter) |
|---|
| Reported value | $176.1m (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACRS ACLARIS THERAPEUTICS INC | 11,975,000 | $63.3m | 36.0% |
| AVIR ATEA PHARMACEUTICALS INC | 6,952,330 | $32.3m | 18.4% |
| ENGENE THERAPEUTICS INC | 6,669,908 | $11.5m | 6.6% |
| KHC KRAFT HEINZ CO | 465,000 | $11.0m | 6.2% |
| OUTSET MED INC | 2,519,701 | $10.9m | 6.2% |
| KMX CARMAX INC | 172,500 | $9.1m | 5.2% |
| TLYS TILLYS INC | 2,150,000 | $9.0m | 5.1% |
| PMVP PMV PHARMACEUTICALS INC | 5,330,000 | $7.1m | 4.1% |
| INSTIL BIO INC | 645,600 | $5.0m | 2.8% |
| TGT TARGET CORP | 37,500 | $4.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1616824")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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