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Portfolio (Quarterly) Guide ↗

BML Capital Management, LLC

· CIK 0001616824
13F Portfolio $156M AUM 16 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 3 Added 1 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OM OUTSET MED INC Healthcare 1,902,201.0 $7.3M 4.69% +1.4M +250.2% $3.84 +12.5%
2 PMVP PMV PHARMACEUTICALS INC Healthcare 5,320,000.0 $6.6M 4.24% +28K +0.5% $1.24 +1.6%
3 IMA IMAGENEBIO INC Healthcare 200,730.0 $1.0M 0.64% +24K +13.4% $5.00 +11.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 84.5%
Consumer Cyclical 10.5%
Consumer Defensive 5.1%