North Star Investment Management Corp. ALVO — ALVOTECH ORDINARY SHARES

Ownership history in North Star Investment Management Corp.  ·  4 quarters on record

AI Ownership Summary

North Star Investment Management Corp. reported ALVOTECH ORDINARY SHARES (ALVO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows ALVO 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 ALVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Star Investment Management Corp.'s position in ALVOTECH ORDINARY SHARES, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 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.

ALVO stock page North Star Investment Management Corp. fund profile North Star Investment Management Corp. full holdings
How North Star Investment Management Corp. held ALVO — position size vs. price
% of Fund (quarterly)    ALVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 645 -173 -21.1% 0.00% $2K 2026-07-28 $3.10
2026 Q1 ADDED — — — 818 +667 +441.7% 0.00% $3K 2026-04-23 $3.38
2025 Q4 ADDED — — — 151 +95 +169.6% 0.00% $775 2026-01-30 $5.37
2025 Q3 INITIATED — — — 56 — — 0.00% $459 2025-10-22 $8.23

🏢 Other funds also holding ALVO

As of 2026 Q2 — sorted by position size

LITTLEJOHN & CO LLC 3Y 6.19% Rubric Capital Management LP 3Y 7Y 0.53% Oaktree Fund Advisors, LLC 3Y 0.49% Ulland Investment Advisors, LLC 3Y 0.3% Bracebridge Capital, LLC 3Y 7Y 0.27% Richmond Brothers, Inc. 3Y 0.09% Steadtrust LLC 0.07% Teucrium Investment Advisors, LLC 0.06% SONA ASSET MANAGEMENT (US) LLC 3Y 0.03% ROYCE & ASSOCIATES LP 3Y 7Y 0.02%

FAQ About North Star Investment Management Corp. and ALVO

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

How long has North Star Investment Management Corp. reported owning ALVO?

North Star Investment Management Corp. reported ALVO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ALVO position in North Star Investment Management Corp.'s portfolio?

The largest reported portfolio weight for ALVO was 0.00% in 2026 Q1.

What is the latest reported ALVO position on this page?

The most recent filing on this page is 2026 Q2, when North Star Investment Management Corp. reported 645 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this ALVO ownership page compare?

The chart compares North Star Investment Management Corp.'s quarterly ALVO 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 North Star Investment Management Corp. time their ALVO position?

Based on 13F filing dates vs. subsequent ALVO price moves, North Star Investment Management Corp. correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on ALVO relative to SPY over the holding period was -75.9%.

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