Beryl Capital Management LLC
Annual return '25
+3.3%
SPY '25
+17.7%
Alpha
-14.5ptsvs SPY
Invested
$219.5M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MASI
MASIMO CORP
Held since at least Q1 2024
35.2%
02
$TERN
TERNS PHARMACEUTICALS INC
Held since at least Q1 2024
23.0%
03
$GLDD
GREAT LAKES DREDGE & DOCK CO
Held since at least Q1 2024
14.1%
04
$DAWN
DAY ONE BIOPHARMACEUTICALS I
Held since at least Q1 2024
10.0%
05
$STKL
SUNOPTA INC
Held since at least Q1 2024
8.9%
06
$WBD
WARNER BROS DISCOVERY INC
Held since at least Q1 2024
4.7%
07
$ADEA
ADEIA INC
Held since at least Q1 2024
2.7%
08
$HNRG
HALLADOR ENERGY COMPANY
Held since at least Q1 2024
1.0%
09
$FARM
FARMER BROS CO
Held since at least Q1 2024
0.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.