Defilade Capital Management, L.P.

Position in ELAN — Elanco Animal Health Inc

CIK 2088557 EMERYVILLE, CA

Back to ELAN Full portfolio

Position in ELAN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$22,281,725

+$13,200,691 QoQ

Shares Held

931,121

+132.0% QoQ

Ownership

0.186%

of shares outstanding

% of Portfolio

3.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ELAN Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Mar 31, 2026

Defilade Capital Management, L.P. holds $68,855,231 across 3 Drug Manufacturers - Specialty & Generic names. ELAN ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NBIX	Neurocrine Biosciences Inc	209,932	$27,656,441
2	ELAN	Elanco Animal Health Inc This page	931,121	$22,281,725
3	LNTH	Lantheus Holdings, Inc.	249,401	$18,917,065

All Filings in ELAN

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,281,725	931,121	+132.0%	Shares	Sole	2026-05-14
2025-12-31	$9,081,034	401,283	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.