$2.04 Billion is the total value of Camber Capital Management LP's 34 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 233.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HCA | Buy | HCA HEALTHCARE INC | $109,800,000 | +72.4% | 1,250,000 | +56.2% | 5.37% | +33.2% |
| AGN | New | ALLERGAN PLC | $98,148,000 | – | 600,000 | +100.0% | 4.80% | – |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $88,413,000 | – | 780,000 | +100.0% | 4.33% | – |
| EVHC | Buy | ENVISION HEALTHCARE CORP | $86,400,000 | +28.1% | 2,500,000 | +66.7% | 4.23% | -1.0% |
| TSRO | Buy | TESARO INC | $70,440,000 | +36.4% | 850,000 | +112.5% | 3.45% | +5.3% |
| BKD | Buy | BROOKDALE SENIOR LIVING | $63,050,000 | +10.2% | 6,500,000 | +20.4% | 3.09% | -14.9% |
| BIVV | Buy | BIOVERATIV INC | $59,096,000 | +3.6% | 1,096,000 | +9.6% | 2.89% | -20.0% |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDcall | $56,850,000 | – | 3,000,000 | +100.0% | 2.78% | – |
| GSK | New | GLAXOSMITHKLINE PLCadr | $53,205,000 | – | 1,500,000 | +100.0% | 2.60% | – |
| EXAS | New | EXACT SCIENCES CORPput | $52,540,000 | – | 1,000,000 | +100.0% | 2.57% | – |
| MDCO | New | MEDICINES CO | $43,744,000 | – | 1,600,000 | +100.0% | 2.14% | – |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $40,800,000 | +147.6% | 600,000 | +200.0% | 2.00% | +91.3% |
| GBT | New | GLOBAL BLOOD THERAPEUTICS INC | $31,480,000 | – | 800,000 | +100.0% | 1.54% | – |
| ALKS | New | ALKERMES PLC | $21,892,000 | – | 400,000 | +100.0% | 1.07% | – |
| KTWO | New | K2M GROUP HLDGS INC | $15,300,000 | – | 850,000 | +100.0% | 0.75% | – |
| WMGI | New | WRIGHT MED GROUP N V | $12,765,000 | – | 575,000 | +100.0% | 0.62% | – |
| DRNA | New | DICERNA PHARMACEUTICALS INC | $9,030,000 | – | 1,000,000 | +100.0% | 0.44% | – |
| PRTA | New | PROTHENA CORP PLC | $4,686,000 | – | 125,000 | +100.0% | 0.23% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $2,369,000 | – | 105,000 | +100.0% | 0.12% | – |
| SGRY | New | SURGERY PARTNERS INC | $1,635,000 | – | 135,084 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.