$954 Million is the total value of Camber Capital Management LP's 34 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 76.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 5100PS | Sell | VOLCANO CORPORATION | $47,242,000 | +18.4% | 1,975,000 | -10.2% | 4.95% | +20.7% |
| MAKO | Sell | MAKO SURGICAL CORP | $35,412,000 | +63.3% | 1,200,000 | -33.3% | 3.71% | +66.4% |
| T107PS | Sell | WRIGHT MED GROUP INC | $18,543,000 | -16.8% | 711,000 | -16.4% | 1.94% | -15.1% |
| ARWR | Sell | ARROWHEAD RESH CORP | $14,225,000 | +128.3% | 2,499,999 | -19.7% | 1.49% | +132.6% |
| ITMN | Sell | INTERMUNE INC | $7,685,000 | -40.8% | 500,000 | -63.0% | 0.81% | -39.7% |
| NTUS | Exit | NATUS MEDICAL INC DEL | $0 | – | -140,928 | -100.0% | -0.20% | – |
| CELGZ | Exit | CELGENE CORPright | $0 | – | -658,158 | -100.0% | -0.50% | – |
| RMTI | Exit | ROCKWELL MED INC | $0 | – | -2,000,000 | -100.0% | -0.74% | – |
| WCG | Exit | WELLCARE HEALTH PLANS INC | $0 | – | -166,050 | -100.0% | -0.95% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -1,000,000 | -100.0% | -0.95% | – |
| AMED | Exit | AMEDISYS INC | $0 | – | -800,000 | -100.0% | -0.96% | – |
| IDIX | Exit | IDENIX PHARMACEUTICALS INC | $0 | – | -2,750,000 | -100.0% | -1.02% | – |
| BEAT | Exit | CARDIONET INC | $0 | – | -1,800,000 | -100.0% | -1.09% | – |
| ALR | Exit | ALERE INC | $0 | – | -500,000 | -100.0% | -1.26% | – |
| UNH | Exit | UNITEDHEALTH GROUP INCORPORATE | $0 | – | -200,000 | -100.0% | -1.35% | – |
| UHS | Exit | UNIVERSAL HEALTH SVC INCcl b | $0 | – | -250,000 | -100.0% | -1.72% | – |
| ACT | Exit | ACTAVIS INC | $0 | – | -200,000 | -100.0% | -2.60% | – |
| ALNY | Exit | ALNYLAM PHARMACEUTICALS INC | $0 | – | -1,000,000 | -100.0% | -3.19% | – |
| VHS | Exit | VANGUARD HEALTH SYS INC | $0 | – | -2,000,000 | -100.0% | -4.27% | – |
| V107SC | Exit | WELLPOINT INCcall | $0 | – | -650,000 | -100.0% | -5.47% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -750,000 | -100.0% | -12.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TEVA PHARMACEUTICALS INDS LTD | 34 | Q3 2023 | 9.7% |
| BROOKDALE SR LIVING INC | 32 | Q3 2023 | 5.0% |
| PERRIGO CO PLC | 29 | Q3 2023 | 7.1% |
| TENET HEALTHCARE CORP | 28 | Q3 2023 | 8.5% |
| NEKTAR THERAPEUTICS | 28 | Q1 2022 | 9.8% |
| UNIVERSAL HLTH SVCS INC | 25 | Q3 2023 | 9.9% |
| MYRIAD GENETICS INC | 24 | Q3 2023 | 5.0% |
| SAREPTA THERAPEUTICS INC | 23 | Q3 2023 | 6.0% |
| MYLAN NV | 21 | Q3 2020 | 10.1% |
| AMAG PHARMACEUTICALS INC | 21 | Q3 2020 | 4.0% |
View Camber Capital Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ORASURE TECHNOLOGIES INC | February 02, 2023 | ? | ? |
| Solid Biosciences Inc. | December 12, 2022 | ? | ? |
| AVROBIO, Inc. | February 14, 2022 | ? | ? |
| COLLEGIUM PHARMACEUTICAL, INC | February 14, 2022 | ? | ? |
| AMAG PHARMACEUTICALS, INC. | February 16, 2021 | ? | ? |
| Atara Biotherapeutics, Inc. | February 16, 2021 | ? | ? |
| Change Healthcare Inc. | February 16, 2021 | ? | ? |
| GLYCOMIMETICS INC | February 16, 2021 | ? | ? |
| Clovis Oncology, Inc. | February 14, 2020 | ? | ? |
| Cyclerion Therapeutics, Inc. | February 14, 2020 | ? | ? |
View Camber Capital Management LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| SC 13G | 2023-10-30 |
View Camber Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.