Position in HLN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$505,051
-$24,988 QoQ
Shares Held
54,132
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#191
of 639 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026SUMMITRY LLC holds $1,125,943 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
39,099 | $620,892 | |
| 2 | HLN |
Haleon plc
This page
|
54,132 | $505,051 |
All Filings in HLN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,051 | 54,132 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $530,039 | 52,951 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $513,739 | 50,815 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $398,895 | 44,470 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $578,189 | 55,756 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $460,909 | 44,792 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $398,647 | 41,787 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $359,635 | 33,992 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $268,144 | 32,463 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $170,929 | 20,133 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||