13F-HR filed by Iron Triangle Partners LP
Iron Triangle Partners LP filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-14, with 25 holding rows worth $717,680,000.
- Accession
- 0001172661-22-000921
- Filer
- CIK 1779763
- Filed
- 2022-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 25 entries on the cover page, a total value of $717,680,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $717,680,000 with VALUE read as thousands by filing date, 13F file number 028-20024. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DAVITA INC COM | 23918K108 | Stock | 450,000 | $51,192,000 | thousands by filing date | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 1,060,000 | $47,764,000 | thousands by filing date | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 440,255 | $44,034,000 | thousands by filing date | |
| CATALENT INC USD 0.01 | 148806102 | COM | 316,661 | $40,542,000 | thousands by filing date | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 632,189 | $38,374,000 | thousands by filing date | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 170,000 | $36,734,000 | thousands by filing date | |
| NEVRO CORP | 64157F103 | COM | 422,260 | $34,233,000 | thousands by filing date | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 110,000 | $34,067,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 250,000 | $33,850,000 | thousands by filing date | |
| NANOSTRING TECHNOLOGIES INC | 63009R109 | COM | 750,000 | $31,673,000 | thousands by filing date | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 97,893 | $31,138,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 60,000 | $30,128,000 | thousands by filing date | |
| SURGERY PARTNERS INC | 86881A100 | COM | 543,696 | $29,039,000 | thousands by filing date | |
| ICU MED INC | 44930G107 | COM | 114,506 | $27,177,000 | thousands by filing date | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 70,000 | $26,375,000 | thousands by filing date | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 40,000 | $26,287,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 237,470 | $25,590,000 | thousands by filing date | |
| HOLOGIC INC | 436440101 | COM | 280,000 | $21,437,000 | thousands by filing date | |
| CONMED CORP COM | 207410101 | Stock | 149,777 | $21,232,000 | thousands by filing date | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 700,000 | $17,122,000 | thousands by filing date | |
| SOMALOGIC INC | 83444K105 | COM | 1,437,246 | $16,730,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 24,000 | $16,014,000 | thousands by filing date | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 50,000 | $15,711,000 | thousands by filing date | |
| STEREOTAXIS INC | 85916J409 | COMMON STOCK | 1,826,728 | $11,326,000 | thousands by filing date | |
| ORION ACQUISITION CORP | 68626A207 | UNIT 02/19/2026 | 1,006,229 | $9,911,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-22-000921 | this filing | 2022-02-14 | acceptance time not in the bulk data set |