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LMR Partners’s BrightSpring Health Services BTSG Stock Holding History

LMR 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
2026
Q1 		$21.3M Buy
+501,029
New +$20.2M 0.05% 200
2025
Q2 		– Sell
-26,752
Closed -$484K – 1703
2025
Q1 		$484K Buy
+26,752
New +$525K ﹤0.01% 922
2024
Q4 		– Sell
-33,563
Closed -$493K – 1656
2024
Q3 		$493K Buy
+33,563
New +$421K ﹤0.01% 838

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LMR Partners's BTSG Position: Q1 2026 in Review

LMR Partners opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 501,029 shares worth $21.3M. The stake represents 0.05% of the portfolio and ranks #200 among its holdings. This is a return to the name: LMR Partners previously reported a position in BTSG as recently as Q1 2025.

LMR Partners first reported a position in BTSG in Q3 2024 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • LMR Partners held 501,029 shares of BrightSpring Health Services worth $21.3M as of Q1 2026.
  • BrightSpring Health Services was a new LMR Partners position in Q1 2026.
  • BrightSpring Health Services made up 0.05% of LMR Partners's portfolio in Q1 2026, its #200 holding.
  • LMR Partners first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.