Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NORTH TIDE CAPITAL, LLC (CIK 1557543) reported $468.9M across 13 reported positions in its SEC 13F filing for 2017-09-30. Largest positions: SEM ($86.4M, 18.43%), MCK ($76.8M, 16.38%), SVU ($43.5M, 9.28%), VTRS ($42.4M, 9.03%), GILD ($40.5M, 8.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SEM | SELECT MED HLDGS CORP | $86.4M | 18.43% | 4.5M | Trimmed |
| 2 | MCK | MCKESSON CORP | $76.8M | 16.38% | 500,000 | Added |
| 3 | SVU | SUPERVALU INC | $43.5M | 9.28% | 2.0M | New |
| 4 | VTRS | MYLAN N V | $42.4M | 9.03% | 1.4M | Added |
| 5 | GILD | GILEAD SCIENCES INC | $40.5M | 8.64% | 500,000 | Trimmed |
| 6 | ENDPQ | ENDO INTL PLC | $34.3M | 7.31% | 4.0M | Added |
| 7 | TVTY | TIVITY HEALTH INC | $30.6M | 6.53% | 750,000 | Trimmed |
| 8 | PRGO | PERRIGO CO PLC | $25.4M | 5.42% | 300,000 | Hold |
| 9 | THC | TENET HEALTHCARE CORP | $25.2M | 5.38% | 1.5M | Added |
| 10 | ESRX | EXPRESS SCRIPTS HLDG CO | $22.2M | 4.73% | 350,000 | New |
| 11 | CVS | CVS HEALTH CORP | $20.3M | 4.34% | 250,000 | New |
| 12 | IVC | INVACARE CORP | $16.1M | 3.44% | 1.0M | New |
| 13 | PACB | PACIFIC BIOSCIENCES CALIF IN | $5.2M | 1.12% | 1.0M | New |
| 14 | OPCH | BIOSCRIP INC | $0 | 0.00% | 0 | Exited |
| 15 | IPXL | IMPAX LABORATORIES INC | $0 | 0.00% | 0 | Exited |
| 16 | SVU | SUPERVALU INC | $0 | 0.00% | 0 | Exited |
| 17 | VVUSQ | VIVUS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-09-30