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Beryl Capital Management LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1719307) · Explore on the interactive board

Beryl Capital Management LLC disclosed 7 US equity positions worth $110.7m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is JANUS HENDERSON GROUP PLC at 66.4% of the reported book, followed by ESPERION THERAPEUTICS INC NE, APGE. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 7 new positions, added to 0, reduced 0 and exited 8. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$110.7mreported US equity book
7positions
66.4%largest position
100.0%top 10 weight
2.14effective positions (1/HHI)
2quarters on file since Q1 2026

What does Beryl Capital Management LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 7 new, 0 added, 0 reduced, 8 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 JANUS HENDERSON GROUP PLC 66.4%$73.5m1,414,000 new
2 ESPERION THERAPEUTICS INC NE 12.7%$14.0m4,431,598 new
3 APGE APOGEE THERAPEUTICS INC Healthcare 7.0%$7.8m58,676 new
4 SILA REALTY TRUST INC 5.5%$6.1m200,000 new
5 8HH AVANOS MED INC 3.5%$3.9m155,056 new
6 TMHC* TAYLOR MORRISON HOME CORP 3.2%$3.6m50,000 new
7 SNX TD SYNNEX CORPORATION Technology 1.7%$1.8m6,853 new

What did Beryl Capital Management LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
MASI* MASIMO CORP35.5%$38.6m
430 TERNS PHARMACEUTICALS INC23.2%$25.2m
GLDD GREAT LAKES DREDGE & DOCK CO14.3%$15.5m
DAWNGBX DAY ONE BIOPHARMACEUTICALS I10.1%$11.0m
STKL SUNOPTA INC9.0%$9.8m
WBD WARNER BROS DISCOVERY INC4.7%$5.1m
ADEA ADEIA INC2.7%$2.9m
FB1 FARMER BROS CO0.4%$427.6k

Sector mix

SectorWeight
Healthcare7.0%
Technology1.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20267$110.7m
Q1 20268$108.6m

How concentrated is Beryl Capital Management LLC's portfolio?

Across every quarter Beryl Capital Management LLC has filed, its median largest position is 51.0% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 8.0 completed holding spells, the median lasted 1.0 quarters; 7.0 positions are still open and their final length is unknown.