What smart money is saying about Lantheus Holdings
LNTH
No fund has written a full thesis on Lantheus Holdings in our archive, but 3 fund letters report a position in it, most recently Polaris Capital Management Global Equity Composite in September 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q3 2026, 3 fund letters reported a position in Lantheus Holdings, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- HoldsPolaris Capital Management Global Equity CompositeSeptember 2026
“In health care, Takeda Pharmaceutical was up more than 17% for the quarter as multiple late-stage drugs moved from development toward commercialization, with new approvals and regulatory progress. In contrast, Cytokinetics fell despite a strong product launch and positive Phase 3 results for an expanded use, as investors focused on safety signals in the trial. CVS Health raised its 2026 earnings guidance after a large second-quarter beat, but the shares fell as the company flagged 2027 membership losses and reimbursement pressure. Lantheus Holdings gave back part of its second-quarter rally on takeover interest, as the cash portion of Curium’s agreed acquisition came in below the stock’s June close, with the remaining value tied to future milestones.”
Lantheus Holdings - 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 - 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
Read the letters behind these Lantheus Holdings positions
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