$2.3 Billion is the total value of Camber Capital Management LP's 40 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTRS | VIATRIS INC | $240,810,000 | -3.8% | 23,000,000 | 0.0% | 10.45% | +15.4% | |
| SNY | SANOFIsponsored adr | $200,120,000 | -2.6% | 4,000,000 | 0.0% | 8.68% | +16.9% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $141,831,000 | -17.9% | 1,350,000 | 0.0% | 6.15% | -1.5% | |
| BKD | BROOKDALE SR LIVING INC | $72,640,000 | -35.6% | 16,000,000 | 0.0% | 3.15% | -22.7% | |
| RETA | REATA PHARMACEUTICALS INCcl a | $45,585,000 | -7.2% | 1,500,000 | 0.0% | 1.98% | +11.2% | |
| ZIMVIE INC | $32,020,000 | -29.9% | 2,000,000 | 0.0% | 1.39% | -15.9% | ||
| NUVA | NUVASIVE INC | $24,580,000 | -13.3% | 500,000 | 0.0% | 1.07% | +4.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $20,680,000 | -19.9% | 2,750,000 | 0.0% | 0.90% | -4.0% | |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $18,606,000 | -13.0% | 1,050,000 | 0.0% | 0.81% | +4.4% | |
| OSUR | ORASURE TECHNOLOGIES INC | $11,518,000 | -60.0% | 4,250,000 | 0.0% | 0.50% | -52.0% | |
| ZYME | ZYMEWORKS INC | $10,600,000 | -19.1% | 2,000,000 | 0.0% | 0.46% | -3.0% | |
| GKOS | GLAUKOS CORP | $8,495,000 | -21.4% | 187,022 | 0.0% | 0.37% | -5.6% | |
| SDC | SMILEDIRECTCLUB INC | $1,040,000 | -59.8% | 1,000,000 | 0.0% | 0.04% | -52.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2023-08-14 |
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.