BML Capital Management as of June 30, 2026
Portfolio Holdings for BML Capital Management
BML Capital Management holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aclaris Therapeutics (ACRS) | 36.0 | $63M | 12M | 5.29 | |
| Atea Pharmaceuticals (AVIR) | 18.4 | $32M | 7.0M | 4.65 | |
| Engene Therapeutics Com *a* (ENGN) | 6.6 | $12M | 6.7M | 1.73 | |
| Kraft Heinz (KHC) | 6.2 | $11M | 465k | 23.62 | |
| Outset Med Com New (OM) | 6.2 | $11M | 2.5M | 4.32 | |
| CarMax (KMX) | 5.2 | $9.1M | 173k | 52.89 | |
| Tillys Cl A (TLYS) | 5.1 | $9.0M | 2.2M | 4.20 | |
| Pmv Pharmaceuticals (PMVP) | 4.1 | $7.1M | 5.3M | 1.34 | |
| Instil Bio Com New (TIL) | 2.8 | $5.0M | 646k | 7.69 | |
| Target Corporation (TGT) | 2.8 | $4.9M | 38k | 130.61 | |
| Oramed Pharmaceuticals Com New (ORMP) | 2.4 | $4.2M | 866k | 4.81 | |
| Janux Therapeutics (JANX) | 1.4 | $2.4M | 155k | 15.36 | |
| Pliant Therapeutics (PLRX) | 1.0 | $1.8M | 1.5M | 1.14 | |
| Connect Biopharma Hldgs SHS (CNTB) | 0.8 | $1.4M | 573k | 2.38 | |
| Imagenebio (IMA) | 0.7 | $1.2M | 201k | 5.90 | |
| Wal-Mart Stores Put Option (WMT) | 0.2 | $386k | 335.00 | 1152.50 | |
| Core Scientific Put Option (CORZ) | 0.2 | $298k | 800.00 | 372.50 | |
| Tesla Motors Put Option (TSLA) | 0.2 | $270k | 375.00 | 720.00 |
