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Defilade Capital Management’s Lantheus LNTH Stock Holding History

Defilade Capital Management’s Portfolio LNTH Stock Details LNTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7M Sell
132,662
-116,739
-47% -$10.9M 1.97% 21
2026
Q1 		$18.9M Buy
+249,401
New +$17.9M 2.66% 18

Other funds holding LNTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Defilade Capital Management's LNTH Position: Q2 2026 in Review

Defilade Capital Management reduced its Lantheus (LNTH) stake by 47% in Q2 2026, selling an estimated $10.9M and leaving 132,662 shares worth $14.7M. The position accounts for 1.97% of the portfolio, ranked #21.

Defilade Capital Management first reported a position in LNTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.9M in Q1 2026. 465 funds tracked by Wall St. Rank hold LNTH as of Q2 2026.

  • Defilade Capital Management held 132,662 shares of Lantheus worth $14.7M as of Q2 2026.
  • Defilade Capital Management sold 116,739 Lantheus shares in Q2 2026, an estimated $10.9M.
  • Lantheus made up 1.97% of Defilade Capital Management's portfolio in Q2 2026, its #21 holding.
  • Defilade Capital Management first reported a position in Lantheus in Q1 2026 and has held it in 2 quarters since.
  • Defilade Capital Management's Lantheus position peaked at $18.9M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held Lantheus as of Q2 2026.

Based on Defilade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.