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Chicago Capital Management, LLC

311 SOUTH WACKER DRIVE SUITE 6025, CHICAGO, IL 60606 • 3123749000

Q3 2025 · Filed 2025-11-07
Market Value
$25M
-37.9%
Holdings
19
-6
New Purchases
5
Added To
1
Closed
13
Reduced
0
Top 10 Concentration
100.0%
Turnover
94.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VRNA 56.02% 0.00% +56.02% $14M
TRML 21.78% 0.00% +21.78% $5M
PBBK 11.32% 0.00% +11.32% $3M
CCRD 7.09% 0.00% +7.09% $2M
BFIN 1.40% 0.00% +1.40% $346K
CFSB 2.38% 1.20% +1.18% $588K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SWTX 0.00% 23.67% -23.67% $0
BPMC 0.00% 19.35% -19.35% $0
OPOF 0.00% 18.29% -18.29% $0
VIGL 0.00% 9.65% -9.65% $0
PWOD 0.00% 5.92% -5.92% $0
TGI 0.00% 5.51% -5.51% $0
SSBK 0.00% 4.25% -4.25% $0
GMS 0.00% 4.10% -4.10% $0
VERV 0.00% 3.54% -3.54% $0
HES 0.00% 1.74% -1.74% $0
CTLP 0.00% 1.40% -1.40% $0
EBTC 0.00% 0.78% -0.78% $0
NVEE 0.00% 0.58% -0.58% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 55.6%
Financial Services 23.8%
Industrials 19.9%
Communication Services 0.6%
Technology 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $14M 56.0%
Mid Cap 4 $0 0.0%
Small Cap 7 $5M 21.8%
Micro Cap 6 $5M 22.2%

Portfolio Analytics

Avg Market Cap
$7.6B
Median Market Cap
$826M
Avg P/E
58.2
Median P/E
40.5
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
19
# ETFs / Funds
0

Top Holdings (19 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VRNA 56.02% 129,600 $14M $106.71 +129,600 NEW
2 TRML 21.78% 112,406 $5M $47.83 +112,406 NEW
3 PBBK 11.32% 145,751 $3M $19.18 +145,751 NEW
4 CCRD 7.09% 65,059 $2M $26.92 +65,059 NEW
5 CFSB 2.38% 41,424 $588K $14.19 $110K +6,566 +18.8%
6 BFIN 1.40% 28,752 $346K $12.03 +28,752 NEW
7 NVEE —% -$231K -10,000 -100.0% SOLD
8 PWOD —% -$2M -77,579 -100.0% SOLD
9 HES —% -$693K -5,000 -100.0% SOLD
10 VERV —% -$1M -125,377 -100.0% SOLD
11 SWTX —% -$9M -200,230 -100.0% SOLD
12 SSBK —% -$2M -46,451 -100.0% SOLD
13 TGI —% -$2M -85,000 -100.0% SOLD
14 GMS —% -$2M -15,000 -100.0% SOLD
15 CTLP —% -$557K -50,692 -100.0% SOLD
16 BPMC —% -$8M -60,000 -100.0% SOLD
17 EBTC —% -$312K -7,859 -100.0% SOLD
18 VIGL —% -$4M -482,769 -100.0% SOLD
19 OPOF —% -$7M -185,296 -100.0% SOLD

New Positions

SymbolValue% Port
VRNA $14M 56.02%
TRML $5M 21.78%
PBBK $3M 11.32%
CCRD $2M 7.09%
BFIN $346K 1.40%

Sold Out Positions

SymbolValue% Port
CTLP —%
HES —%
NVEE —%
OPOF —%
EBTC —%
BPMC —%
PWOD —%
GMS —%
VERV —%
TGI —%
SWTX —%
SSBK —%
VIGL —%
View SEC EDGAR Filings for Chicago Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms