Iron Triangle Partners as of Dec. 31, 2021
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 7.1 | $51M | 450k | 113.76 | |
| Envista Hldgs Corp (NVST) | 6.7 | $48M | 1.1M | 45.06 | |
| Guardant Health (GH) | 6.1 | $44M | 440k | 100.02 | |
| Catalent (CTLT) | 5.6 | $41M | 317k | 128.03 | |
| Acadia Healthcare (ACHC) | 5.3 | $38M | 632k | 60.70 | |
| United Therapeutics Corporation (UTHR) | 5.1 | $37M | 170k | 216.08 | |
| Nevro (NVRO) | 4.8 | $34M | 422k | 81.07 | |
| Icon SHS (ICLR) | 4.7 | $34M | 110k | 309.70 | |
| Abbvie (ABBV) | 4.7 | $34M | 250k | 135.40 | |
| Nanostring Technologies (NSTGQ) | 4.4 | $32M | 750k | 42.23 | |
| Molina Healthcare (MOH) | 4.3 | $31M | 98k | 318.08 | |
| UnitedHealth (UNH) | 4.2 | $30M | 60k | 502.13 | |
| Surgery Partners (SGRY) | 4.0 | $29M | 544k | 53.41 | |
| ICU Medical, Incorporated (ICUI) | 3.8 | $27M | 115k | 237.34 | |
| Charles River Laboratories (CRL) | 3.7 | $26M | 70k | 376.79 | |
| Align Technology (ALGN) | 3.7 | $26M | 40k | 657.17 | |
| Horizon Therapeutics Pub L SHS | 3.6 | $26M | 238k | 107.76 | |
| Hologic (HOLX) | 3.0 | $21M | 280k | 76.56 | |
| CONMED Corporation (CNMD) | 3.0 | $21M | 150k | 141.76 | |
| Adapthealth Corp Common Stock (AHCO) | 2.4 | $17M | 700k | 24.46 | |
| Somalogic Class A Com | 2.3 | $17M | 1.4M | 11.64 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $16M | 24k | 667.25 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 2.2 | $16M | 50k | 314.22 | |
| Stereotaxis Com New (STXS) | 1.6 | $11M | 1.8M | 6.20 | |
| Orion Acquisition Corp Unit 02/19/2026 | 1.4 | $9.9M | 1.0M | 9.85 |
