What smart money is saying about Collegium Pharmaceutical
COLL
No fund has written a full thesis on Collegium Pharmaceutical in our archive, but 2 fund letters report a position in it — most recently Third Avenue Small-Cap Value Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Collegium Pharmaceutical, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Detractors from performance during the quarter were equally disparate. Healthcare company Collegium Pharmaceutical was the largest detractor as a sensible, ongoing strategic shift of its business mix away from pain management towards ADHD medications continues to develop.”
Collegium Pharmaceutical - December 2025
“U.S. pain medication specialist, Collegium Pharmaceutical, also generated a strong performance contribution in the quarter after producing record quarterly revenue and disclosing improved operating income guidance and a new share repurchase authorization.”
Collegium Pharmaceutical
Also mentioned · 1
These funds discuss Collegium Pharmaceutical — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedThird Avenue Small-Cap Value FundMarch 2026
“On the other hand, negative performance contributions were produced by insurance business Octave Specialty Group, pharmaceuticals company Collegium, government and commercial consulting company ICF International, landowner and developer Five Point Holdings and property title insurer Investors Title, among others.”
Collegium Pharmaceutical
Read the letters behind these Collegium Pharmaceutical positions
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