Essex Woodlands Management, Inc.
CIK
1542339
Location
THE WOODLANDS, TX
Portfolio Value
Small
$254,232,334
Diversification
Highly concentrated
Filing Date
Global Rank
#5,721
/ 8,795
▼ 749
· as of Jun 2026
Top Industry
Medical Devices
50.6%
3Y Alpha vs SPY
-6.7%
Period ended 3 months ago
Filed Aug 4, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
48.3%
+0.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,204
Highly concentrated−59
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $254,232,334 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 tracked positions ·
$254,232,334 total
· filing declares
5 positions · $254,232,337
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BVS |
Bioventus Inc.
Healthcare
|
Held | 13,021,324 | $122,921,298 | 48.35% | |
| MDXG |
Mimedx Group, Inc.
Healthcare
|
Held | 28,195,249 | $108,551,708 | 42.70% | |
| EYPT |
EyePoint, Inc.
Healthcare
|
Held | 1,084,857 | $15,513,455 | 6.10% | |
| TELA |
TELA Bio, Inc.
Healthcare
|
Held | 7,714,709 | $5,786,031 | 2.28% | |
| MNOV |
Medicinova Inc
Healthcare
|
Held | 1,105,941 | $1,459,842 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.