LRI Investments, LLC BHVN — BIOHAVEN LTD COM

Ownership history in LRI Investments, LLC  ·  8 quarters on record

AI Ownership Summary

LRI Investments, LLC reported BIOHAVEN LTD COM (BHVN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows BHVN at 0.00% 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 BHVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LRI Investments, LLC's position in BIOHAVEN LTD 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 Q2

BHVN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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.

BHVN stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held BHVN — position size vs. price
% of Fund (quarterly)    BHVN 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 ADDED — — — 2,572 +2,500 +3472.2% 0.00% $38K 2026-07-14 $14.94
2026 Q1 UNCHANGED — — — 72 — 0% 0.00% $609 2026-04-30 $9.59
2025 Q4 REDUCED 72.3% -25.1% ✅ 72 -188 -72.3% 0.00% $813 2026-02-04 $10.99
2025 Q3 UNCHANGED — — — 260 — 0% 0.00% $4K 2025-11-03 $14.85
2025 Q2 UNCHANGED — — — 260 — 0% 0.00% $4K 2025-07-25 $13.50
2025 Q1 UNCHANGED — — — 260 — 0% 0.00% $6K 2025-05-01 $22.45
2024 Q4 UNCHANGED — — — 260 — 0% 0.00% $10K 2025-02-14 $41.43
2024 Q3 INITIATED — — — 260 — — 0.00% $13K 2024-11-15 $44.39

🏢 Other funds also holding BHVN

As of 2026 Q2 — sorted by position size

ARS Investment Partners, LLC 3Y 7Y 0.89% Simplify Asset Management Inc. 3Y 0.22% Constitution Capital LLC 3Y 0.21% 4WEALTH ADVISORS, INC. 0.17% NOVEM GROUP 0.08% OAK RIDGE INVESTMENTS LLC 3Y 7Y 0.05% Hennion & Walsh Asset Management, Inc. 3Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.02% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.01% WADDELL & ASSOCIATES, LLC 3Y 7Y 0.01%

FAQ About LRI Investments, LLC and BHVN

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

How long has LRI Investments, LLC reported owning BHVN?

LRI Investments, LLC reported BHVN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BHVN position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for BHVN was 0.00% in 2026 Q2.

What is the latest reported BHVN position on this page?

The most recent filing on this page is 2026 Q2, when LRI Investments, LLC reported 2,572 shares, equal to 0.00% of portfolio, with an estimated market value of $38K.

What does the chart on this BHVN ownership page compare?

The chart compares LRI Investments, LLC's quarterly BHVN 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.

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