BML Capital Management, LLC — 13F holdings

BML Capital Management, LLC reported 18 holdings worth $176M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. ACRS ACLARIS THERAPEUTICS INC — $63.3M (36.0%)
2. AVIR ATEA PHARMACEUTICALS INC — $32.3M (18.4%)
3. ENGN ENGENE THERAPEUTICS INC — $11.5M (6.6%)
4. KHC KRAFT HEINZ CO — $11.0M (6.2%)
5. OM OUTSET MED INC — $10.9M (6.2%)
6. KMX CARMAX INC — $9.12M (5.2%)
7. TLYS TILLYS INC — $9.03M (5.1%)
8. PMVP PMV PHARMACEUTICALS INC — $7.14M (4.1%)
9. TIL Instil Bio Inc — $4.96M (2.8%)
10. TGT TARGET CORP — $4.90M (2.8%)