What smart money is saying about Embecta
EMBC
No fund has written a full thesis on Embecta in our archive, but 2 fund letters report a position in it, most recently Buffalo funds High Yield Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Embecta, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- June 2026
“TOP DETRACTORS The Embecta term loan and 6.75% ‘30 corporate bonds, along with Dye & Durham 8.25% ’29 corporate bonds were the worst performing issues in the portfolio for the quarter. Embecta reported poor earnings and cut full-year guidance on weaker than expected demand for its diabetes pen needles. Dye & Durham bonds sold off after reporting weaker than expected earnings and several top executives were removed. The fund no longer holds the Embecta or Dye & Durham corporate bonds.”
Embecta - June 2025
“The holding with the lowest contribution to active return in the portfolio during Q1 was Embecta Corp. (EMBC), the world’s #1 global provider of pen needles and syringes for insulin injections with more than eight billion units sold annually.”
Embecta
Read the letters behind these Embecta positions
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