Beryl Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Beryl Capital Management LLC disclosed 7 US equity positions worth $110.7m in its Q2 2026 13F filing. The largest position was JANUS HENDERSON GROUP PLC at 66.4% of the reported book, followed by ESPERION THERAPEUTICS INC NE and APGE. Against the Q1 2026 filing, it opened 7 new positions, added to 0 and reduced 0 among the top 7 holdings.
What did Beryl Capital Management LLC own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 66.4% | $73.5m | 1,414,000 | – | new | |
| 2 | ESPERION THERAPEUTICS INC NE | 12.7% | $14.0m | 4,431,598 | – | new | |
| 3 | APGE APOGEE THERAPEUTICS INC | Healthcare | 7.0% | $7.8m | 58,676 | – | new |
| 4 | SILA REALTY TRUST INC | 5.5% | $6.1m | 200,000 | – | new | |
| 5 | 8HH AVANOS MED INC | 3.5% | $3.9m | 155,056 | – | new | |
| 6 | TMHC* TAYLOR MORRISON HOME CORP | 3.2% | $3.6m | 50,000 | – | new | |
| 7 | SNX TD SYNNEX CORPORATION | Technology | 1.7% | $1.8m | 6,853 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.