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Pliant Therapeutics

PLRX on Nasdaq. Market value $64m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 86 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

  • at least 9.6%
    (filed with 6 related holders)
    Since 3 March 2025
    What they said

    The Reporting Persons purchased the Common Stock reported hereunder for investment purposes, and such purchases were made in the Reporting Persons' ordinary course of business. As with their other investments, the Reporting Persons continuously evaluate the Issuer, including,…

    Read the filing
  • at least 8.9%
    (filed with 1 related holder)
    Since 30 June 2026
  • Redmile Group, LLC
    Passive investor
    at least 4.8%
    (filed with 1 related holder)
    Since 31 December 2024
  • Kenneth Griffin
    Passive investor
    at least 3.5%−1.5 pts
    (filed with 6 related holders)
    Since 30 June 2026
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 30 June 2025
  • BlackRock, Inc.
    Passive investor
    Sold down below 5%
    Since 30 June 2025
  • Woodline Partners LP
    Passive investor
    Sold down below 5%
    Since 31 December 2025
  • Morgan Stanley
    Passive investor
    Sold down below 5%
    Since 31 December 2025
  • FMR LLC
    Passive investor
    Sold down below 5%
    Since 28 February 2025
  • Sold down below 5%
    Since 31 December 2025
  • Sold down below 5%
    Since 31 March 2025
  • Deep Track Capital, LP
    Passive investor
    Sold down below 5%
    Since 30 September 2025
  • Sold down below 5%
    Since 31 March 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 4 sold $163,620, $163,620 of it under preset trading plans.

  • Cummings Keith Lamont
    Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    20 January 2026
    Shares
    24,002
    Price
    $1.28
    Value
    $30,723
  • Cheung Lily
    Chief Human Resource Officer
    Sold
    under a preset trading plan
    Date
    20 January 2026
    Shares
    7,534
    Price
    $1.28
    Value
    $9,644
  • Coulie Bernard
    President and CEO, Director
    Sold
    under a preset trading plan
    Date
    20 January 2026
    Shares
    89,375
    Price
    $1.28
    Value
    $114,400
  • Kuo Minnie
    Chief Operating Officer
    Sold
    under a preset trading plan
    Date
    20 January 2026
    Shares
    6,917
    Price
    $1.28
    Value
    $8,854

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 11 Mar 2026, plus the 10-Q filed 11 Aug 2026 and 6 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.