NCM
LBRX

Nantahala Capital Management’s LB Pharmaceuticals LBRX Stock Holding History

Nantahala Capital Management’s Portfolio LBRX Stock Details LBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26M Buy
1,052,894
+377,894
+56% +$8.72M 0.96% 25
2025
Q4 		$15M Hold
675,000
– – 0.5% 50
2025
Q3 		$10.7M Buy
+675,000
New +$10.7M 0.37% 60

Other funds holding LBRX

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
SSC
Spruce Street Capital New York $416M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Nantahala Capital Management's LBRX Position: Q1 2026 in Review

Nantahala Capital Management increased its LB Pharmaceuticals (LBRX) stake by 56% in Q1 2026, buying an estimated $8.72M and bringing the position to 1,052,894 shares worth $26M. The position accounts for 0.96% of the portfolio, ranked #25.

Nantahala Capital Management first reported a position in LBRX in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold LBRX as of Q1 2026.

  • Nantahala Capital Management held 1,052,894 shares of LB Pharmaceuticals worth $26M as of Q1 2026.
  • Nantahala Capital Management bought 377,894 LB Pharmaceuticals shares in Q1 2026, an estimated $8.72M.
  • LB Pharmaceuticals made up 0.96% of Nantahala Capital Management's portfolio in Q1 2026, its #25 holding.
  • Nantahala Capital Management first reported a position in LB Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held LB Pharmaceuticals as of Q1 2026.

Based on Nantahala Capital Management's 13F filing for Q1 2026, filed 15 May 2026.