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 |
---|---|---|---|
WBAWalgreens Boots Alliance Inc
| 1.44% | $1.792M 200,000 shares@ $8.96 avg price | Increased 33.34% |
PFEPfizer Inc
| 1.39% | $1.736M 60,000 shares@ $28.94 avg price | Increased 20% |
CPACopa Holdings Sa
| 1.32% | $1.642M 17,500 shares@ $93.84 avg price | New Position |
COHUCohu Inc
| 1.24% | $1.542M 60,000 shares@ $25.7 avg price | Increased 100% |
FCXFreeport-mcmoran Inc
| 1.2% | $1.498M 30,000 shares@ $49.92 avg price | New Position |
XOMAXoma Corp
| 1.17% | $1.456M 55,000 shares@ $26.48 avg price | |
WBDWarner Bros Discovery Inc
| 1.16% | $1.444M 175,000 shares@ $8.25 avg price | Decreased -12.5% |
SVCService Pptys Tr
| 1.1% | $1.368M 300,000 shares@ $4.56 avg price | |
HRIHerc Hldgs Inc
| 1.02% | $1.275M 8,000 shares@ $159.43 avg price | New Position |
DITAmcon Distrg Co
| 0.97% | $1.208M 8,333 shares@ $144.95 avg price | Increased 1.63% |