Chicago Capital Management, LLC — 13F Holdings & Portfolio

CIK 1580162 · latest 13F-HR filed 2026-04-27

Chicago Capital Management, LLC manages $120.7M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GTLS (6.85%), JHG (6.81%), ACLX (6.66%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 27, added to 7, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$120.7M

Long-equity book

Holdings

29

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+13 / −27 / ↑7 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • IRONWOOD PHARMACEUTICALS INC$3.1M +82.2%
  • AMICUS THERAPEUTIC$2.9M +68.8%
  • BANDWIDTH INC$2.0M +38.0%
  • JANUS HENDERSON GROUP PLC$2.0M +31.3%
  • VERITONE INC$1.5M +158.1%
Show all 7

Top Trims

  • XEROX HOLDINGS CORP-$79.6K -6.4%
Show all 1

New Positions

  • CHART INDS INC$8.3M
  • ARCELLX INC$8.0M
  • SABRE GLBL INC$6.0M
  • APELLIS PHARMACEUTICALS INC$5.8M
  • TERNS PHARMACEUTICALS INC$5.1M
Show all 13

Exited Positions

  • EVENTBRITE INC$8.5M
  • CIDARA THERAPEUTICS INC$8.2M
  • EXACT SCIENCES CORP$6.6M
  • CABLE ONE INC$5.9M
  • JETBLUE AIRWAYS CORP$5.8M
Show all 27
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CHART INDS INC GTLS 16115Q308 $8.3M 6.85% 53,000 SH
2 JANUS HENDERSON GROUP PLC JHG G4474Y214 $8.2M 6.81% 213,000 SH
3 ARCELLX INC ACLX 03940C100 $8.0M 6.66% 92,951 SH
4 BANDWIDTH INC BAND 05988JAD5 $7.3M 6.04% 8,140 PRN
5 AMICUS THERAPEUTIC FOLD 03152W109 $7.2M 5.99% 666,000 SH
6 IRONWOOD PHARMACEUTICALS INC IRWD 46333XAH1 $6.9M 5.72% 7,000 PRN
7 CRACKER BARREL OLD CTRY STOR CBRL 22410JAB2 $6.8M 5.64% 6,883 PRN
8 ACCURAY INC DEL 004397AK1 $6.3M 5.21% 6,500 PRN
9 SABRE GLBL INC SABR 78573NAK8 $6.0M 5.01% 5,958 PRN
10 MGP INGREDIENTS INC NEW MGPI 55303JAB2 $5.8M 4.84% 6,018 PRN
11 APELLIS PHARMACEUTICALS INC APLS 03753U106 $5.8M 4.77% 190,000 SH
12 TERNS PHARMACEUTICALS INC TERN 880881107 $5.1M 4.26% 129,225 SH
13 THE REALREAL INC REAL 88339PAD3 $4.9M 4.04% 5,307 PRN
14 RAPID7 INC RPD 753422AF1 $4.3M 3.55% 4,518 PRN
15 NABORS INDS INC NBR 62957HAL9 $4.2M 3.45% 4,550 PRN
16 SHAKE SHACK INC SHAK 819047AB7 $3.9M 3.25% 4,189 PRN
17 ETSY INC ETSY 29786AAN6 $3.8M 3.18% 4,292 PRN
18 LITHIUM ARGENTINA AG LAR 53680QAA6 $3.7M 3.07% 3,820 PRN
19 ASSERTIO HOLDINGS INC ASRT 04546CAB2 $2.6M 2.19% 2,750 PRN
20 VERITONE INC VERI 92347MAB6 $2.4M 2.01% 2,500 PRN
21 HEWLETT PACKARD ENTERPRISE C HPEPC 42824C208 $2.1M 1.77% 32,900 SH
22 DIAMOND HILL INVT GROUP INC DHIL 25264R207 $1.5M 1.21% 11,300 SH
23 BLUE FOUNDRY BANCORP BLFY 09549B104 $1.5M 1.20% 146,012 SH
24 XEROX HOLDINGS CORP XRXDW 98421MAE6 $1.2M 0.97% 4,000 PRN
25 THERMON GROUP HLDGS INC THR 88362T103 $1.1M 0.95% 30,069 SH
26 PAR TECHNOLOGY CORP PAR 698884AE3 $1.1M 0.87% 1,127 PRN
27 ELECTRONIC ARTS INC EA 285512109 $307.4K 0.25% 2,000 SH
28 DAY ONE BIOPHARMACEUTICALS I DAWN 23954D109 $161.7K 0.13% 10,000 SH
29 HERITAGE COMM CORP HFWA 426927109 $131.9K 0.11% 14,014 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $120.7M 29 0001062993-26-002171
2025-12-31 2026-02-02 $146.9M 43 0001062993-26-000528