ITP
Iron Triangle Partners’s Envista NVST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
620,000
-612,798
| -50% | -$12M | 1.86% | 21 |
|
|
2025
Q1 | $21.3M | Sell |
1,232,798
-967,202
| -44% | -$16.7M | 3.35% | 14 |
|
|
2024
Q4 | $42.4M | Buy |
2,200,000
+10,631
| +0.5% | +$205K | 4.67% | 8 |
|
|
2024
Q3 | $43.3M | Buy |
+2,189,369
| New | +$43.3M | 5.99% | 6 |
|
|
2022
Q2 | – | Sell |
-300,000
| Closed | -$14.6M | – | 31 |
|
|
2022
Q1 | $14.6M | Sell |
300,000
-760,000
| -72% | -$37M | 1.74% | 24 |
|
|
2021
Q4 | $47.8M | Sell |
1,060,000
-408,787
| -28% | -$18.4M | 6.66% | 2 |
|
|
2021
Q3 | $61.4M | Buy |
1,468,787
+568,787
| +63% | +$23.8M | 8.81% | 2 |
|
|
2021
Q2 | $38.9M | Sell |
900,000
-10,000
| -1% | -$432K | 4.01% | 13 |
|
|
2021
Q1 | $37.1M | Buy |
910,000
+9,313
| +1% | +$380K | 4.72% | 9 |
|
|
2020
Q4 | $30.4M | Buy |
900,687
+600,687
| +200% | +$20.3M | 3.94% | 10 |
|
|
2020
Q3 | $7.4M | Sell |
300,000
-200,000
| -40% | -$4.94M | 1.65% | 23 |
|
|
2020
Q2 | $10.5M | Buy |
+500,000
| New | +$10.5M | 2.66% | 18 |
|
|
2020
Q1 | – | Sell |
-596,064
| Closed | -$17.7M | – | 31 |
|
|
2019
Q4 | $17.7M | Buy |
+596,064
| New | +$17.7M | 4.68% | 9 |
|