BML Capital Management as of March 31, 2026
Portfolio Holdings for BML Capital Management
BML Capital Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aclaris Therapeutics (ACRS) | 34.3 | $53M | 14M | 3.75 | |
| Atea Pharmaceuticals (AVIR) | 24.4 | $38M | 7.1M | 5.38 | |
| Oramed Pharmaceuticals Com New (ORMP) | 6.9 | $11M | 3.2M | 3.40 | |
| Tillys Cl A (TLYS) | 5.6 | $8.7M | 2.2M | 4.05 | |
| Outset Med Com New (OM) | 4.7 | $7.3M | 1.9M | 3.84 | |
| Pmv Pharmaceuticals (PMVP) | 4.2 | $6.6M | 5.3M | 1.24 | |
| CarMax (KMX) | 4.1 | $6.4M | 155k | 41.58 | |
| Kezar Life Sciences Com New | 3.4 | $5.3M | 721k | 7.42 | |
| Instil Bio Com New (TIL) | 3.4 | $5.3M | 646k | 8.24 | |
| Target Corporation (TGT) | 2.9 | $4.5M | 38k | 121.20 | |
| Kraft Heinz (KHC) | 1.8 | $2.8M | 125k | 22.49 | |
| Janux Therapeutics (JANX) | 1.4 | $2.2M | 155k | 13.90 | |
| Pliant Therapeutics (PLRX) | 1.3 | $1.9M | 1.5M | 1.26 | |
| Connect Biopharma Hldgs SHS (CNTB) | 0.7 | $1.1M | 409k | 2.62 | |
| Imagenebio (IMA) | 0.6 | $1.0M | 201k | 5.00 | |
| Walmart Put Put Option (WMT) | 0.2 | $329k | 335.00 | 982.50 |
