Position in HLN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$599,679
+$105,311 QoQ
Shares Held
59,908
+22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 63.83955398277359.ToString("F0")%
Shared 0.ToString("F0")%
None 36.16044601722642.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Lido Advisors, LLC holds $13,162,070 across 14 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNTH |
Lantheus Holdings, Inc.
|
56,855 | $4,312,451 | |
| 2 | ZTS |
Zoetis Inc.
|
17,207 | $2,034,038 | |
| 3 | BHC |
Bausch Health Companies Inc.
|
371,629 | $2,006,796 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
1,653 | $980,195 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
20,197 | $608,333 | |
| 6 | HLN |
Haleon plc
This page
|
59,908 | $599,679 | |
| 7 | HROW |
Harrow, Inc.
|
16,470 | $580,732 | |
| 8 | TAK |
Takeda Pharmaceutical Co Ltd
|
22,886 | $423,848 |
All Filings in HLN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $599,679 | 59,908 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $494,368 | 48,899 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $438,614 | 48,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $666,106 | 64,234 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $513,326 | 49,886 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $485,499 | 50,891 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $432,446 | 40,874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $255,770 | 30,965 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $101,437 | 11,948 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $70,315 | 11,546 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||