Iron Triangle Partners LP Portfolio Holdings

Iron Triangle Partners LP

  • $622 Million
  • Q2 2025

Iron Triangle Partners LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $622 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cvs Health Corp with a value of $51.7M, Charles River Laboratories International, Inc. with a value of $48.6M, Abb Vie Inc. with a value of $46.4M, Merit Medical Systems Inc with a value of $36.7M, and Icon PLC with a value of $36.4M.

Examining the 13F form we can see an increase of $5.09M in the current position value, from $617M to 622M.

Iron Triangle Partners LP is based out at Cos Cob, CT

Below you can find more details about Iron Triangle Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $622 Million
Healthcare: $622 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$51.7 Million 8.32% of portfolio
750,000
Q2 2025 New
$7.77B
$48.6 Million 7.81% of portfolio
320,000
Q2 2025 New
$351B
$46.4 Million 7.46% of portfolio
249,997
Q2 2025 Added 29.65%
$4.82B
$36.7 Million 5.9% of portfolio
392,783
Q2 2025 Added 70.97%
$13.8B
$36.4 Million 5.85% of portfolio
250,000
Q2 2025 New
$122B
$34.9 Million 5.61% of portfolio
400,000
Q2 2025 New
$18.4B
$33.4 Million 5.38% of portfolio
190,000
Q2 2025 Reduced 9.29%
$169B
$32.6 Million 5.24% of portfolio
60,000
Q2 2025 Added 100.0%
$112B
$30.6 Million 4.93% of portfolio
80,000
Q2 2025 New
$6.83B
$28.9 Million 4.65% of portfolio
471,300
Q2 2025 Added 30.92%
$4.25B
$28 Million 4.5% of portfolio
271,163
Q2 2025 New
$21.5B
$21.4 Million 3.44% of portfolio
68,041
Q2 2025 Reduced 35.83%
$1.28B
$18.1 Million 2.91% of portfolio
1,920,019
Q2 2025 Added 18.96%
$38.3B
$17.7 Million 2.84% of portfolio
105,257
Q2 2025 Reduced 64.91%
$1.81B
$17.4 Million 2.8% of portfolio
1,495,883
Q2 2025 Reduced 29.9%
$7.33B
$15.9 Million 2.56% of portfolio
300,000
Q2 2025 New
$1.55B
$15.6 Million 2.51% of portfolio
424,355
Q2 2025 Added 0.1%
$23.5B
$13.6 Million 2.19% of portfolio
60,000
Q2 2025 Reduced 38.68%
$3.41B
$12.1 Million 1.95% of portfolio
620,000
Q2 2025 Reduced 49.71%
$1.35B
$11.8 Million 1.9% of portfolio
1,700,000
Q2 2025 New
$380M
$9.91 Million 1.59% of portfolio
1,027,972
Q2 2025 Reduced 9.83%
$52.9B
$9.57 Million 1.54% of portfolio
29,339
Q2 2025 Reduced 55.15%
$35.3B
$8.58 Million 1.38% of portfolio
15,567
Q2 2025 Reduced 44.15%
$16.5B
$7.04 Million 1.13% of portfolio
70,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $622 Million
  • Prior Value $617 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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