LNTH LANTHEUS HLDGS INC

Ownership history in SECTOR GAMMA AS  ·  11 quarters on record

AI Ownership Summary

SECTOR GAMMA AS reported LANTHEUS HLDGS INC (LNTH) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.42% in 2025 Q4. The latest visible filing shows LNTH at 1.42% 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 LNTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SECTOR GAMMA AS's position in LANTHEUS HLDGS INC, 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
2025 Q4

LNTH was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 SECTOR GAMMA AS held LNTH — position size vs. price
% of Fund (quarterly)    LNTH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 93,823 +29,420 +45.7% 1.42% $6.2M 2026-02-14 (Est.) $69.38
2025 Q3 ADDED 64,403 +14,102 +28.0% 0.82% $3.3M 2025-10-31 $57.69
2025 Q2 ADDED 50,301 +25,301 +101.2% 1.35% $4.1M 2025-07-31 $71.19
2025 Q1 REDUCED 25,000 -712 -2.8% 0.78% $2.4M 2025-05-13 $78.95
2024 Q4 REDUCED 25,712 -6,000 -18.9% 0.79% $2.3M 2025-02-11 $81.92
2024 Q3 UNCHANGED 31,712 0% 1.06% $3.5M 2024-11-13 $79.76
2024 Q2 REDUCED 31,712 -21,348 -40.2% 0.95% $2.5M 2024-08-09 $97.33
2024 Q1 ADDED 53,060 +744 +1.4% 0.93% $3.3M 2024-05-08 $74.51
2023 Q4 ADDED 52,316 +1,354 +2.7% 0.79% $3.2M 2024-02-05 $54.06
2023 Q3 ADDED 50,962 +653 +1.3% 0.90% $3.5M 2023-11-06 $64.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SECTOR GAMMA AS and LNTH

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

How long has SECTOR GAMMA AS reported owning LNTH?

SECTOR GAMMA AS reported LNTH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LNTH position in SECTOR GAMMA AS's portfolio?

The largest reported portfolio weight for LNTH was 1.42% in 2025 Q4.

What is the latest reported LNTH position on this page?

The most recent filing on this page is 2025 Q4, when SECTOR GAMMA AS reported 93,823 shares, equal to 1.42% of portfolio, with an estimated market value of $6.2M.

What does the chart on this LNTH ownership page compare?

The chart compares SECTOR GAMMA AS's quarterly LNTH 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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