Q1 2026 · 13F-HR
BML Capital Management, LLCholdings as filed
Filed 2026-05-06 · accession 0001754960-26-000359
$155.8M
Reported value
16
Positions
2026-03-31
Period end
The Brief · BML Capital Management, LLC · Q1 2026
AI · grounded in 13F
BML Capital Management, LLC established a new position in TLYS valued at $8.7M. The fund also opened new stakes in KHC for $2.8M and JANX for $2.1M. To fund these moves, the manager closed positions in CVNA with a $2.0M reduction, as well as TSLA and LSTA. Additionally, the fund increased its holding in OM by 250.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $53.4M | 34.3% | 14,250,000 | Common | NONE |
| 04683R106 | AVIR | ATEA PHARMACEUTICALS INC | $38.0M | 24.4% | 7,058,657 | Common | NONE |
| 68403P203 | ORMP | ORAMED PHARMACEUTICALS INC | $10.8M | 6.91% | 3,167,231 | Common | NONE |
| 886885102 | TLYS | TILLYS INC | $8.7M | 5.59% | 2,150,000 | Common | NONE |
| 690145206 | OM | OUTSET MED INC | $7.3M | 4.69% | 1,902,201 | Common | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $6.6M | 4.24% | 5,320,000 | Common | NONE |
| 143130102 | KMX | CARMAX INC | $6.4M | 4.14% | 155,000 | Common | NONE |
| 49372L209 | 2KZ0 | KEZAR LIFE SCIENCES INC | $5.3M | 3.43% | 720,787 | Common | NONE |
| 45783C200 | TIL | INSTIL BIO INC | $5.3M | 3.42% | 645,600 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $4.5M | 2.92% | 37,500 | Common | NONE |
| 500754106 | KHC | KRAFT HEINZ CO | $2.8M | 1.80% | 125,000 | Common | NONE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $2.2M | 1.38% | 154,961 | Common | NONE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $1.9M | 1.25% | 1,546,137 | Common | NONE |
| G23549101 | CNTB | CONNECT BIOPHARMA HLDGS LTD | $1.1M | 0.69% | 408,887 | Common | NONE |
| 45175G207 | IMA | IMAGENEBIO INC | $1.0M | 0.64% | 200,730 | Common | NONE |
| 931142103 | WMT | WALMART INC | $329,138 | 0.21% | 335 | PUT | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.