CM Management, LLC
Annual return '25
+24.9%
SPY '25
+17.7%
Alpha
+7.1ptsvs SPY
Invested
$239.2M
Holdings
71
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ALCO
ALICO INC
Held since at least Q1 2024
7.3%
02
$RIGL
RIGEL PHARMACEUTICALS INC
Held since at least Q1 2024
5.6%
03
$RLGT
RADIANT LOGISTICS INC
Held since at least Q1 2024
4.0%
04
$INTT
INTEST CORP
Held since at least Q1 2024
4.0%
05
$BGC
BGC GROUP INC
Held since at least Q1 2024
3.9%
06
$CHRS
COHERUS BIOSCIENCES INC
Held since at least Q1 2024
3.1%
07
$CRL
CHARLES RIV LABS INTL INC
Held since at least Q1 2024
2.7%
08
$RPRX
ROYALTY PHARMA PLC SHS
Held since at least Q1 2024
2.6%
09
$HZO
MARINEMAX INC
Held since at least Q1 2024
2.6%
10
$NMRK
NEWMARK GROUP INC
Held since at least Q1 2024
2.5%
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 08:12 UTC.