ArrowMark Colorado Holdings LLC NVST — ENVISTA HOLDINGS CORPORATION

Ownership history in ArrowMark Colorado Holdings LLC  ·  8 quarters on record

AI Ownership Summary

ArrowMark Colorado Holdings LLC reported ENVISTA HOLDINGS CORPORATION (NVST) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.73% in 2026 Q2. The latest visible filing shows NVST at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ArrowMark Colorado Holdings LLC's position in ENVISTA HOLDINGS CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NVST was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVST stock page ArrowMark Colorado Holdings LLC fund profile ArrowMark Colorado Holdings LLC full holdings
How ArrowMark Colorado Holdings LLC held NVST — position size vs. price
% of Fund (quarterly)    NVST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 663,643 — 0% 0.73% $17.5M 2026-08-13 $28.08
2026 Q1 UNCHANGED — — — 663,643 — 0% 0.45% $16.8M 2026-05-15 $23.22
2025 Q4 UNCHANGED — — — 663,643 — 0% 0.32% $14.4M 2026-02-17 $28.07
2025 Q3 UNCHANGED — — — 663,643 — 0% 0.25% $13.5M 2025-11-14 $19.40
2025 Q2 ADDED — — — 663,643 +28,000 +4.4% 0.23% $13.0M 2025-08-14 $20.82
2025 Q1 ADDED — — — 635,643 +114,000 +21.9% 0.18% $11.0M 2025-05-15 $18.09
2024 Q4 ADDED — — — 521,643 +290,643 +125.8% 0.14% $10.1M 2025-02-14 $21.62
2024 Q3 INITIATED — — — 231,000 — — 0.06% $4.6M 2024-11-14 $20.08

🏢 Other funds also holding NVST

As of 2026 Q2 — sorted by position size

Paradice Investment Management LLC 3Y 7Y 5.39% Gates Capital Management, Inc. 3Y 7Y 3.52% Clarkston Capital Partners, LLC 3Y 7Y 3.28% Tweedy, Browne Co LLC 3Y 7Y 2.87% ARIEL INVESTMENTS, LLC 3Y 7Y 2.58% Defilade Capital Management, L.P. 2.56% Ilex Capital Partners (UK) LLP 2.36% Parkman Healthcare Partners LLC 3Y 1.49% Capricorn Fund Managers Ltd 3Y 0.66% Integral Health Asset Management, LLC 3Y 0.62%

FAQ About ArrowMark Colorado Holdings LLC and NVST

These are the practical questions this page is built to answer before you even open the full history table.

How long has ArrowMark Colorado Holdings LLC reported owning NVST?

ArrowMark Colorado Holdings LLC reported NVST across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported NVST position in ArrowMark Colorado Holdings LLC's portfolio?

The largest reported portfolio weight for NVST was 0.73% in 2026 Q2.

What is the latest reported NVST position on this page?

The most recent filing on this page is 2026 Q2, when ArrowMark Colorado Holdings LLC reported 663,643 shares, equal to 0.73% of portfolio, with an estimated market value of $17.5M.

What does the chart on this NVST ownership page compare?

The chart compares ArrowMark Colorado Holdings LLC's quarterly NVST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ArrowMark Colorado Holdings LLC time their NVST position?

Based on 13F filing dates vs. subsequent NVST price moves, ArrowMark Colorado Holdings LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on NVST relative to SPY over the holding period was +637.5%.

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