MondegarAI
CM Management, LLC

Q4 2024 · 13F-HR

CM Management, LLCholdings as filed

Filed 2025-02-07 · accession 0001841857-25-000001

$112.0M
Reported value
57
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
016230104ALCOALICO INC$5.8M5.21%225,000CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$5.2M4.64%775,000CommonSOLE
876511106TGBTASEKO MINES LTD$4.8M4.24%2,450,000CommonSOLE
18507C103CLPTCLEARPOINT NEURO INC$4.5M3.98%290,000CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$4.2M3.79%450,000CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC SHS$4.1M3.65%160,000CommonSOLE
766559702RIGLRIGEL PHARMACEUTICALS INC$4.1M3.64%242,500CommonSOLE
65158N102NMRKNEWMARK GROUP INC$3.8M3.43%300,000CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$3.5M3.08%27,000CommonSOLE
87484T108TALOTALOS ENERGY INC$3.4M3.03%350,000CommonSOLE
041242108ARKOARKO CORP$3.2M2.89%1,050,000CommonSOLE
461147100INTTINTEST CORP$3.1M2.80%365,000CommonSOLE
19249H103CHRSCOHERUS BIOSCIENCES INC$2.8M2.53%2,050,000CommonSOLE
69553P100PDPAGERDUTY INC$2.7M2.45%150,000CommonSOLE
P31076105CPACOPA HOLDINGS SA$2.6M2.35%30,000CommonSOLE
78573M104SABRSABRE CORP$2.6M2.28%700,000CommonSOLE
088929104BGCBGC GROUP INC$2.5M2.22%275,000CommonSOLE
92556V106VTRSVIATRIS INC$2.5M2.22%200,000CommonSOLE
760281204RBCAAREPUBLIC BANCORP KY$2.4M2.18%35,000CommonSOLE
68622V106OGNORGANON & CO COMMON$2.2M2.00%150,000CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$2.2M1.98%300,000CommonSOLE
040712101ARKRARK RESTAURANTS CORP$2.2M1.96%200,000CommonSOLE
11373M107BB3BROOKLINE BANCORP INC DEL$2.1M1.90%180,000CommonSOLE
700517105PKPARK HOTELS RESORTS INC$2.1M1.88%150,000CommonSOLE
152006102CGAUCENTERRA GOLD INC$2.0M1.78%350,000CommonSOLE
320218100THFFFIRST FINL CORP IND$2.0M1.75%42,500CommonSOLE
067901108ABXBARRICK GOLD CORP$1.9M1.73%125,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.9M1.70%50,000CommonSOLE
192576106COHUCOHU INC$1.9M1.67%70,000CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.8M1.65%15,000CommonSOLE
30052C107EOLSEVOLUS INC$1.7M1.48%150,000CommonSOLE
697900108PAASPAN AMERN SILVER CORP$1.6M1.44%80,000CommonSOLE
98419J206XOMAXOMA CORP DEL$1.4M1.29%55,000CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$1.3M1.15%70,000CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$1.2M1.04%125,000CommonSOLE
81761L102SVCSERVICE PPTYS TR$1.1M1.02%450,000CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$1.1M1.01%275,000CommonSOLE
126650100CVSCVS HEALTH CORP$1.1M1.00%25,000CommonSOLE
418056107HASHASBRO INC$1.1M1.00%20,000CommonSOLE
427746102HRTXHERON THERAPEUTICS INC$1.1M0.96%700,000CommonSOLE
02341Q205DITAMCON DISTRG CO$1.1M0.95%8,333CommonSOLE
04683R106AVIRATEA PHARMACEUTICALS INC$1.0M0.90%300,000CommonSOLE
22407B108COYACOYA THERAPEUTICS INC COMMON$916,8000.82%160,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$739,9000.66%70,000CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$697,5000.62%750,000CommonSOLE
231269309CRISCURIS INC$673,2000.60%220,000CommonSOLE
51654W101LTRNLANTERN PHARMA INC$638,0000.57%200,000CommonSOLE
23283X206CTSOCYTOSORBENTS CORP$637,0000.57%700,000CommonSOLE
68764Y207OSTXOS THERAPIES INCORPORATED$470,9880.42%110,044CommonSOLE
31447E105FEMYFEMASYS INC$467,5000.42%425,000CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$449,5000.40%310,000CommonSOLE
04546C205ASSERTIO HOLDINGS INC$348,4400.31%400,000CommonSOLE
07134L107BATLBATTALION OIL CORP$232,2000.21%135,000CommonSOLE
28657F103ELTXELICIO THERAPEUTICS INC$204,0000.18%40,000CommonSOLE
27966L306EDSAEDESA BIOTECH INC$184,8000.17%110,000CommonSOLE
19243B102CGTXCOGNITION THERAPEUTICS INC$140,2600.13%200,000CommonSOLE
09060U606BCDABIOCARDIA INC$54,5000.05%25,000CommonSOLE

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.