What smart money is saying about Lantheus Holdings Inc.
LNTH
No fund has written a full thesis on Lantheus Holdings Inc. in our archive, but 2 fund letters report a position in it — most recently Polaris Capital Management Global Equity Composite in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Lantheus Holdings Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsPolaris Capital Management Global Equity CompositeJune 2026
“The Composite markedly outperformed in health care, with five holdings posting double-digit gains. Lantheus Holdings Inc. advanced on multiple fronts — strong quarterly earnings, the FDA approval of PYLARIFY TruVu cementing its radiopharmaceutical diagnostics leadership, and intensified M&A interest via a potential $7 billion takeover bid from PE-backed Curium Pharma.”
Lantheus Holdings Inc. - March 2026
“Shares of Lantheus Holdings Inc (LNTH) were added after the company received FDA approval of its key product TruVu, positively shifting competitive positioning and allowing more confident underwriting of the operational outlook.”
Lantheus Holdings Inc.
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