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

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Feb 19, 2022
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Investment company Iron Triangle Partners LP (Current Portfolio) buys DaVita Inc, NanoString Technologies Inc, UnitedHealth Group Inc, Surgery Partners Inc, ICU Medical Inc, sells Humana Inc, Horizon Therapeutics PLC, Hologic Inc, HCA Healthcare Inc, Boston Scientific Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Iron Triangle Partners LP. As of 2021Q4, Iron Triangle Partners LP owns 25 stocks with a total value of $718 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Iron Triangle Partners LP
  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%
New Purchase: DaVita Inc (DVA)

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.

New Purchase: NanoString Technologies Inc (NSTG)

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.

New Purchase: UnitedHealth Group Inc (UNH)

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.

New Purchase: Surgery Partners Inc (SGRY)

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.

New Purchase: ICU Medical Inc (ICUI)

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.

New Purchase: AdaptHealth Corp (AHCO)

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.

Added: Guardant Health Inc (GH)

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.

Added: United Therapeutics Corp (UTHR)

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.

Added: Acadia Healthcare Co Inc (ACHC)

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.

Added: SomaLogic Inc (SLGC)

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.

Added: Charles River Laboratories International Inc (CRL)

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.

Added: Catalent Inc (CTLT)

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.

Sold Out: Humana Inc (HUM)

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.

Sold Out: HCA Healthcare Inc (HCA)

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.

Sold Out: Boston Scientific Corp (BSX)

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.

Sold Out: Tenet Healthcare Corp (THC)

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.

Sold Out: AstraZeneca PLC (AZN)

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.

Sold Out: Intuitive Surgical Inc (ISRG)

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.



Here is the complete portfolio of Iron Triangle Partners LP. Also check out:

1. Iron Triangle Partners LP's Undervalued Stocks
2. Iron Triangle Partners LP's Top Growth Companies, and
3. Iron Triangle Partners LP's High Yield stocks
4. Stocks that Iron Triangle Partners LP keeps buying
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