DE BURLO GROUP INC IART INTEGRA LIFESCIENCES COM

Ownership history in DE BURLO GROUP INC  ·  87 quarters on record

AI Ownership Summary

DE BURLO GROUP INC reported INTEGRA LIFESCIENCES COM (IART) in 87 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows IART at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IART ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DE BURLO GROUP INC's position in INTEGRA LIFESCIENCES COM, 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 Q1

IART was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How DE BURLO GROUP INC held IART — position size vs. price
% of Fund (quarterly)    IART price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 14,463 0% 0.03% $136K 2026-05-14 $14.50
2025 Q4 UNCHANGED 14,463 0% 0.02% $180K 2026-02-13 $11.32
2025 Q3 UNCHANGED 14,463 0% 0.02% $207K 2025-11-13 $12.04
2025 Q2 UNCHANGED 14,463 0% 0.02% $177K 2025-08-13 $14.12
2025 Q1 UNCHANGED 14,463 0% 0.05% $318K 2025-05-07 $12.73
2024 Q4 UNCHANGED 14,463 0% 0.04% $328K 2025-02-14 $24.18
2024 Q3 UNCHANGED 14,463 0% 0.03% $263K 2024-11-12 $24.81
2024 Q2 UNCHANGED 14,463 0% 0.06% $421K 2024-08-14 $21.30
2024 Q1 UNCHANGED 14,463 0% 0.07% $513K 2024-05-13 $26.21
2023 Q4 UNCHANGED 14,463 0% 0.10% $552K 2024-02-13 $42.70
77 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DE BURLO GROUP INC and IART

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

How long has DE BURLO GROUP INC reported owning IART?

DE BURLO GROUP INC reported IART across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IART position in DE BURLO GROUP INC's portfolio?

The largest reported portfolio weight for IART was 0.10% in 2023 Q4.

What is the latest reported IART position on this page?

The most recent filing on this page is 2026 Q1, when DE BURLO GROUP INC reported 14,463 shares, equal to 0.03% of portfolio, with an estimated market value of $136K.

What does the chart on this IART ownership page compare?

The chart compares DE BURLO GROUP INC's quarterly IART 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 DE BURLO GROUP INC time their IART position?

Based on 13F filing dates vs. subsequent IART price moves, DE BURLO GROUP INC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on IART relative to SPY over the holding period was -7.4%.

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