Iron Triangle Partners LP Buys DaVita Inc, NanoString Technologies Inc, UnitedHealth Group Inc, Sells Humana Inc, Horizon Therapeutics PLC, Hologic Inc

• New Purchases: DVA, NSTG, UNH, SGRY, ICUI, AHCO, LH,
• Added Positions: GH, UTHR, ACHC, SLGC, CRL, CTLT, ALGN, NVRO,
• Reduced Positions: HZNP, HOLX, NVST, ABBV, TMO, CNMD, ICLR, MOH, STXS,
• Sold Out: HUM, HCA, BSX, THC, AZN, ISRG, RVNC, OLK,

For the details of Iron Triangle Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/iron+triangle+partners+lp/current-portfolio/portfolio

1. DaVita Inc (DVA) - 450,000 shares, 7.13% of the total portfolio. New Position
2. Envista Holdings Corp (NVST) - 1,060,000 shares, 6.66% of the total portfolio. Shares reduced by 27.83%
3. Guardant Health Inc (GH) - 440,255 shares, 6.14% of the total portfolio. Shares added by 131.71%
4. Catalent Inc (CTLT) - 316,661 shares, 5.65% of the total portfolio. Shares added by 21.79%
5. Acadia Healthcare Co Inc (ACHC) - 632,189 shares, 5.35% of the total portfolio. Shares added by 96.94%

Iron Triangle Partners LP initiated holding in DaVita Inc. The purchase prices were between $94.5 and $115.7, with an estimated average price of $107.32. The stock is now traded at around $115.490000. The impact to a portfolio due to this purchase was 7.13%. The holding were 450,000 shares as of 2021-12-31.

Iron Triangle Partners LP initiated holding in NanoString Technologies Inc. The purchase prices were between $36.21 and $50.5, with an estimated average price of $43.62. The stock is now traded at around $31.720000. The impact to a portfolio due to this purchase was 4.41%. The holding were 750,000 shares as of 2021-12-31.

Iron Triangle Partners LP initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $467.810000. The impact to a portfolio due to this purchase was 4.2%. The holding were 60,000 shares as of 2021-12-31.

Iron Triangle Partners LP initiated holding in Surgery Partners Inc. The purchase prices were between $37.9 and $54.36, with an estimated average price of $46.5. The stock is now traded at around $48.170000. The impact to a portfolio due to this purchase was 4.05%. The holding were 543,696 shares as of 2021-12-31.

Iron Triangle Partners LP initiated holding in ICU Medical Inc. The purchase prices were between $220.96 and $247.44, with an estimated average price of $233.71. The stock is now traded at around $219.340000. The impact to a portfolio due to this purchase was 3.79%. The holding were 114,506 shares as of 2021-12-31.

Iron Triangle Partners LP initiated holding in AdaptHealth Corp. The purchase prices were between $18.47 and $27.25, with an estimated average price of $23.46. The stock is now traded at around $16.770000. The impact to a portfolio due to this purchase was 2.39%. The holding were 700,000 shares as of 2021-12-31.

Iron Triangle Partners LP added to a holding in Guardant Health Inc by 131.71%. The purchase prices were between $88.71 and $120.43, with an estimated average price of $103.33. The stock is now traded at around $62.100000. The impact to a portfolio due to this purchase was 3.49%. The holding were 440,255 shares as of 2021-12-31.

Iron Triangle Partners LP added to a holding in United Therapeutics Corp by 142.86%. The purchase prices were between $184.32 and $216.08, with an estimated average price of $196.8. The stock is now traded at around $196.500000. The impact to a portfolio due to this purchase was 3.01%. The holding were 170,000 shares as of 2021-12-31.

Iron Triangle Partners LP added to a holding in Acadia Healthcare Co Inc by 96.94%. The purchase prices were between $53.76 and $65.21, with an estimated average price of $59.56. The stock is now traded at around $52.930000. The impact to a portfolio due to this purchase was 2.63%. The holding were 632,189 shares as of 2021-12-31.

Iron Triangle Partners LP added to a holding in SomaLogic Inc by 351.03%. The purchase prices were between $10.49 and $14.28, with an estimated average price of $11.96. The stock is now traded at around $9.400000. The impact to a portfolio due to this purchase was 1.81%. The holding were 1,437,246 shares as of 2021-12-31.

Iron Triangle Partners LP added to a holding in Charles River Laboratories International Inc by 87.15%. The purchase prices were between $351.38 and $448.68, with an estimated average price of $387.62. The stock is now traded at around $293.610000. The impact to a portfolio due to this purchase was 1.71%. The holding were 70,000 shares as of 2021-12-31.

Iron Triangle Partners LP added to a holding in Catalent Inc by 21.79%. The purchase prices were between $119.57 and $139.07, with an estimated average price of $128.41. The stock is now traded at around $99.040000. The impact to a portfolio due to this purchase was 1.01%. The holding were 316,661 shares as of 2021-12-31.

Iron Triangle Partners LP sold out a holding in Humana Inc. The sale prices were between $384.96 and $469.02, with an estimated average price of $443.48.

Iron Triangle Partners LP sold out a holding in HCA Healthcare Inc. The sale prices were between $225.59 and $260, with an estimated average price of $244.69.

Iron Triangle Partners LP sold out a holding in Boston Scientific Corp. The sale prices were between $38.07 and $44.87, with an estimated average price of $41.98.

Iron Triangle Partners LP sold out a holding in Tenet Healthcare Corp. The sale prices were between $61.02 and $81.91, with an estimated average price of $73.32.

Iron Triangle Partners LP sold out a holding in AstraZeneca PLC. The sale prices were between $54.02 and $63.83, with an estimated average price of $58.76.

Iron Triangle Partners LP sold out a holding in Intuitive Surgical Inc. The sale prices were between $319.93 and $365.42, with an estimated average price of $344.41.