$273 Million is the total value of March Altus Capital Management LP's 31 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABC | New | AMERISOURCEBERGEN CORP | $13,927,000 | – | 191,670 | +100.0% | 5.10% | – |
| ABBV | New | ABBVIE INC | $13,879,000 | – | 245,901 | +100.0% | 5.09% | – |
| ZTS | New | ZOETIS INCcall | $12,263,000 | – | 380,000 | +100.0% | 4.49% | – |
| MDT | New | MEDTRONIC INC | $11,211,000 | – | 175,824 | +100.0% | 4.11% | – |
| JNJ | New | JOHNSON & JOHNSON | $10,752,000 | – | 102,768 | +100.0% | 3.94% | – |
| PRGO | New | PERRIGO CO PLC | $8,098,000 | – | 55,554 | +100.0% | 2.97% | – |
| ACOR | New | ACORDA THERAPEUTICS INC | $7,980,000 | – | 236,713 | +100.0% | 2.92% | – |
| MGLN | New | MAGELLAN HEALTH INC | $7,916,000 | – | 127,180 | +100.0% | 2.90% | – |
| ITMN | New | INTERMUNE INC | $7,745,000 | – | 175,422 | +100.0% | 2.84% | – |
| AEGR | New | AEGERION PHARMACEUTICALS INC | $6,387,000 | – | 199,037 | +100.0% | 2.34% | – |
| UAM | New | UNIVERSAL AMERN CORP NEW | $5,714,000 | – | 686,000 | +100.0% | 2.09% | – |
| OFIX | New | ORTHOFIX INTL N V | $3,090,000 | – | 85,238 | +100.0% | 1.13% | – |
| AMAG | New | AMAG PHARMACEUTICALS INC | $3,034,000 | – | 146,418 | +100.0% | 1.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DEXCOM INC | 12 | Q3 2016 | 14.4% |
| LILLY ELI & CO | 12 | Q3 2016 | 20.0% |
| ALEXION PHARMACEUTICALS INC | 11 | Q3 2016 | 15.1% |
| MALLINCKRODT PUB LTD CO | 8 | Q3 2015 | 7.0% |
| UNITED THERAPEUTICS CORP DEL | 7 | Q3 2015 | 11.7% |
| REGENERON PHARMACEUTICALS | 7 | Q3 2016 | 14.6% |
| UNIVERSAL HLTH SVCS INC | 7 | Q2 2015 | 12.1% |
| ZOETIS INC | 7 | Q3 2016 | 5.2% |
| INCYTE CORP | 6 | Q4 2015 | 14.7% |
| EDWARDS LIFESCIENCES CORP | 5 | Q3 2016 | 28.5% |
View March Altus Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-11-07 |
| 13F-HR | 2016-07-27 |
| 13F-HR | 2016-05-12 |
| 13F-HR | 2016-02-16 |
| 13F-HR | 2015-11-16 |
| 13F-HR | 2015-08-14 |
| 13F-HR | 2015-05-15 |
| 13F-HR | 2015-02-17 |
| 13F-HR | 2014-11-14 |
| 13F-HR | 2014-08-14 |
View March Altus 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.