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Iron Triangle Partners’s BrightSpring Health Services BTSG Stock Holding History

Iron Triangle Partners’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$33.6M Sell
897,427
-341,093
-28% -$11.4M 3.84% 15
2025
Q3 		$36.6M Buy
1,238,520
+38,520
+3% +$895K 5.21% 7
2025
Q2 		$28.3M Buy
1,200,000
+477,659
+66% +$9.96M 4.35% 11
2025
Q1 		$13.1M Buy
+722,341
New +$14.2M 2.06% 25

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iron Triangle Partners's BTSG Position: Q4 2025 in Review

Iron Triangle Partners reduced its BrightSpring Health Services (BTSG) stake by 28% in Q4 2025, selling an estimated $11.4M and leaving 897,427 shares worth $33.6M. The position accounts for 3.84% of the portfolio, ranked #15.

Iron Triangle Partners first reported a position in BTSG in Q1 2025 and has held it in 4 quarters since. The position peaked at $36.6M in Q3 2025. 285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

  • Iron Triangle Partners held 897,427 shares of BrightSpring Health Services worth $33.6M as of Q4 2025.
  • Iron Triangle Partners sold 341,093 BrightSpring Health Services shares in Q4 2025, an estimated $11.4M.
  • BrightSpring Health Services made up 3.84% of Iron Triangle Partners's portfolio in Q4 2025, its #15 holding.
  • Iron Triangle Partners first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 4 quarters since.
  • Iron Triangle Partners's BrightSpring Health Services position peaked at $36.6M in Q3 2025.
  • 285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.