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INFU · Healthcare · Medical - Devices · Market cap $245M

1 fund in our archive has pitched InfuSystem — most recently Diamond Hill Small Cap Fund in June 2026.

Company profile

InfuSystem Holdings, Inc. delivers infusion pumps, along with associated products and support services, to clients across the United States and Canada. The enterprise operates through two principal divisions: Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME Services). The ITS segment specializes in providing electronic ambulatory infusion devices and accompanying disposable supply kits to oncology, infusion, and hospital outpatient chemotherapy facilities. These devices are crucial for managing various cancers, including colorectal cancer, as well as for pain management and other therapeutic needs. Moreover, the company markets, leases, and rents out a selection of new and pre-owned infusion pumps (both pole-mounted and ambulatory) and other vital durable medical equipment. It also sells consumables essential for treatment. InfuSystem further extends its offerings to include biomedical recertification, maintenance, and repair services for oncology practices and diverse alternative care settings, such as home care and home infusion providers, skilled nursing facilities, pain centers, and hospitals. Additionally, InfuSystem furnishes both local and field-based customer assistance and manages dedicated pump service and repair facilities. The company was founded in 2005 and maintains its corporate headquarters in Rochester Hills, Michigan.

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1
Reported positions
1
Bought
0
Sold
1
Letter

Position history

Every position in InfuSystem on record in the archive was reported in Q2 2026, across 1 fund letter1 opened or added to the position.

Fund letters reporting a position in InfuSystem, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101

Fund activity · 1 position · 1 move

  • June 2026
    • InfuSystem provides medical device management services, primarily supporting ambulatory infusion pumps used in cancer treatment, handling equipment logistics, maintenance and insurance reimbursement. We initiated a position as we believe the company benefits from a difficult-to-replicate payer network, improving profitability driven by operational efficiencies and a favorable product mix, and a strong balance sheet that supports disciplined capital allocation.
    InfuSystem

Fund coverage · 1 thesis

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