Sector: health
Conviction from: S&P
Provides kidney-care services, primarily operating a large network of outpatient dialysis centers treating patients with chronic kidney failure in the United States and abroad.
3 tracked filer(s) hold this · 0 opened, 0 added, 3 trimmed in 31-MAR-2026
Aggregate 13FScore 53 — mean of 3 scored holder(s). Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #102 — GLP-1s: The Second Serving - Revisiting our GLP-1 Basket | 2025-07-24 | SHORT |
| #84 — Market Memo: Healthcare's AI-Powered Trump Card | 2025-02-09 | SHORT |