Mark R. Lilly
@Cm Management, Llc
Latest period2024 - Q3ReportedManaged Assets$125.3MTotal holdings64
Assets growth rate14.98%Assets growth rate (2-Q avg)3.26%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Cm Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 64 positions.
Assets under management
The assets under management (AUM) of Cm Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 125.3M in assets, with a quarterly growth rate of 14.98% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Mark R. Lilly, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TALOTalos Energy Inc
| 2.9% | $3.623M 350,000 shares@ $10.35 avg price | Increased 75% |
PLPCPreformed Line Prods Co
| 2.76% | $3.458M 27,000 shares@ $128.08 avg price | Increased 3.85% |
PDPagerduty Inc
| 2.23% | $2.783M 150,000 shares@ $18.55 avg price | Increased 25% |
INTTIntest Corp
| 2.04% | $2.555M 350,000 shares@ $7.3 avg price | Increased 13.27% |
CGAUCenterra Gold Inc
| 2.01% | $2.506M 350,000 shares@ $7.16 avg price | Increased 16.67% |
SABRSabre Corp
| 1.91% | $2.385M 650,000 shares@ $3.67 avg price | Increased 8.34% |
BRKLBrookline Bancorp Inc
| 1.82% | $2.27M 225,000 shares@ $10.09 avg price | Increased 18.43% |
JAZZJazz Pharmaceuticals Plc
| 1.78% | $2.228M 20,000 shares@ $111.41 avg price | Increased 60% |
CVSCvs Health Corp
| 1.76% | $2.201M 35,000 shares@ $62.88 avg price | Increased 16.67% |
PKPark Hotels Resorts Inc
| 1.69% | $2.115M 150,000 shares@ $14.1 avg price | Increased 200% |