What smart money is saying about Viatris
VTRS
No fund has written a full thesis on Viatris in our archive, but 2 fund letters report a position in it — most recently Clipper Fund in December 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Viatris on record in the archive was reported in Q4 2025, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsClipper FundDecember 2025
“Healthcare is an industry where there has been enormous volatility by sub-sector and by company, and the key again is to be opportunistic. We focus on companies we consider recession-resistant— those that have the characteristics of durability and strong sustainable demand. We like those parts of the industry that concentrate on services and generic pharmaceuticals and we avoid companies with big single drug exposures and similar risks. In this sector too we want to own businesses that can use AI to enhance earnings by reducing costs and improving the customer and patient experience. Our portfolio holdings include CVS Health, which has a very broad and resilient portfolio across healthcare services and products. We own Viatris, a maker of branded generics, not a glamorous business but a durable, reliable and steady source of cash flow.”
Viatris - December 2025
“Outside of managed care investments currently in the portfolio, we also own certain leaders in generic pharmaceuticals (Viatris) and in lab and diagnostics services (Quest Diagnostics).”
Viatris
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