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Summit Street Capital Management’s Lantheus LNTH Stock Holding History

Summit Street 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
Q1 		$31.5M Buy
415,474
+9,810
+2% +$704K 4.46% 9
2025
Q4 		$27M Buy
+405,664
New +$23.6M 4.24% 6

Other funds holding LNTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Street Capital Management's LNTH Position: Q1 2026 in Review

Summit Street Capital Management increased its Lantheus (LNTH) stake by 2.4% in Q1 2026, buying an estimated $704K and bringing the position to 415,474 shares worth $31.5M. The position accounts for 4.46% of the portfolio, ranked #9.

Summit Street Capital Management first reported a position in LNTH in Q4 2025 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold LNTH as of Q1 2026.

  • Summit Street Capital Management held 415,474 shares of Lantheus worth $31.5M as of Q1 2026.
  • Summit Street Capital Management bought 9,810 Lantheus shares in Q1 2026, an estimated $704K.
  • Lantheus made up 4.46% of Summit Street Capital Management's portfolio in Q1 2026, its #9 holding.
  • Summit Street Capital Management first reported a position in Lantheus in Q4 2025 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held Lantheus as of Q1 2026.

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