Position in HLN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,128,075
+$21,820 QoQ
Shares Held
112,695
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 9.759084253959802.ToString("F0")%
Shared 90.2409157460402.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,595,997 across 13 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
13,120 | $7,779,897 | |
| 2 | HLN |
Haleon plc
This page
|
112,695 | $1,128,075 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
|
58,355 | $1,080,734 | |
| 4 | ZTS |
Zoetis Inc.
|
6,239 | $737,511 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
14,929 | $449,661 | |
| 6 | ELAN |
Elanco Animal Health Inc
|
16,554 | $396,137 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
27,318 | $378,354 | |
| 8 | PRGO |
PERRIGO Co plc
|
29,879 | $320,900 |
All Filings in HLN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,128,075 | 112,695 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,106,255 | 109,422 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $854,409 | 95,252 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $648,435 | 62,530 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $534,451 | 51,939 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $375,866 | 39,399 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $366,967 | 34,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $266,598 | 32,276 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $324,232 | 38,190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $252,726 | 30,708 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $252,998 | 30,372 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $254,517 | 30,372 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $242,246 | 29,760 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $227,480 | 28,435 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $120,910 | 19,854 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||