BML Capital Management
BML Capital Management reported 15 stocks worth $175M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are ACRS (36.2%), AVIR (18.5%) and ENGN (6.6%). Compared with Q1 2026, the fund opened new positions in ENGN, added to KHC, OM and KMX and trimmed ACRS, AVIR and ORMP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACRS Aclaris Therapeutics Inc | $63.3M | 36.2% | 12M | −2.3M (−16%) | 8 of 8 | |
| 2 |  AVIR Atea Pharmaceuticals Inc | $32.3M | 18.5% | 7M | −106K (−2%) | 8 of 8 | |
| 3 |  ENGN Engene Therapeut | $11.5M | 6.6% | 6.7M | New position | 1 of 8 | |
| 4 |  KHC Kraft Heinz Co | $11M | 6.3% | 465K | +340K (+272%) | 2 of 8 | |
| 5 |  OM Outset Med Inc | $10.9M | 6.2% | 2.5M | +618K (+32%) | 3 of 8 | |
| 6 |  KMX Carmax Inc | $9.1M | 5.2% | 173K | +18K (+11%) | 3 of 8 | |
| 7 |  TLYS Tillys Inc | $9M | 5.2% | 2.1M | No change | 2 of 8 | |
| 8 |  PMVP Pmv Pharmaceuticals Inc | $7.1M | 4.1% | 5.3M | +10K (+0%) | 8 of 8 | |
| 9 |  TIL Instil Bio Inc | $5M | 2.8% | 646K | No change | 8 of 8 | |
| 10 |  TGT Target Corp Equity Class Equity | $4.9M | 2.8% | 38K | No change | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
KEZAR LIFE SCIENCES INC | $5.3M | 721K |
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BML Capital Management 13F FAQ
What does BML Capital Management own?
BML Capital Management reported 15 stocks worth $175M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are ACRS (36.2%), AVIR (18.5%) and ENGN (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did BML Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 5 added to, 3 trimmed and 1 sold out. New positions include ENGN.
When will BML Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BML Capital Management's portfolio worth?
The Q2 2026 filing reports $175M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.