Filed: 11/14/2022ACC: 0001654954-22-015172
📋 What this filing means
CAMBER CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $3.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$3.27M
Total AUM (reported)
138.02M
Total Shares
Allocation by class
COM$2.25M68.9%
SPONSORED ADR$396.7K12.1%
CL B$198.4K6.1%
COM NEW$154.7K4.7%
SHS$129.5K4.0%
SPONSORED ADS$60.5K1.9%
COM CL A$43.4K1.3%
Portfolio Concentration
Top 3$777.2K23.8%
4–10$968.2K29.6%
11–25$1.09M33.3%
Rest$433.7K13.3%
Top 3 weight
23.8%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 138.02M
Sole
Full voting authority
138.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
SANOFI
SOLEShares8.50M
TypeSH
Market value$323.2K
9.90%
Sole
8.50M
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares30M
TypeSH
Market value$255.6K
7.83%
Sole
30M
Shared
0.00
None
0.00
UNIVERSAL HLTH SVCS INC
SOLEShares2.25M
TypeSH
Market value$198.4K
6.08%
Sole
2.25M
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares1.50M
TypeSH
Market value$165.8K
5.08%
Sole
1.50M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares3M
TypeSH
Market value$154.7K
4.74%
Sole
3M
Shared
0.00
None
0.00
ZIMMER BIOMET HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$146.4K
4.48%
Sole
1.40M
Shared
0.00
None
0.00
MIRATI THERAPEUTICS INC
SOLEShares2M
TypeSH
Market value$139.7K
4.28%
Sole
2M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares1.50M
TypeSH
Market value$129.2K
3.96%
Sole
1.50M
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares2.45M
TypeSH
Market value$123.0K
3.77%
Sole
2.45M
Shared
0.00
None
0.00
PFIZER INC
SOLEShares2.50M
TypeSH
Market value$109.4K
3.35%
Sole
2.50M
Shared
0.00
None
0.00
SELECT MED HLDGS CORP
SOLEShares4.80M
TypeSH
Market value$106.1K
3.25%
Sole
4.80M
Shared
0.00
None
0.00
CHARLES RIV LABS INTL INC
SOLEShares500K
TypeSH
Market value$98.4K
3.01%
Sole
500K
Shared
0.00
None
0.00
MYRIAD GENETICS INC
SOLEShares5M
TypeSH
Market value$95.4K
2.92%
Sole
5M
Shared
0.00
None
0.00
PERRIGO CO PLC
SOLEShares2.50M
TypeSH
Market value$89.2K
2.73%
Sole
2.50M
Shared
0.00
None
0.00
WALGREENS BOOTS ALLIANCE INC
SOLEShares2.83M
TypeSH
Market value$88.7K
2.72%
Sole
2.83M
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares1.93M
TypeSH
Market value$85.1K
2.61%
Sole
1.93M
Shared
0.00
None
0.00
GSK PLC
SOLEShares2.50M
TypeSH
Market value$73.6K
2.25%
Sole
2.50M
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares16M
TypeSH
Market value$68.3K
2.09%
Sole
16M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares800K
TypeSH
Market value$67.8K
2.08%
Sole
800K
Shared
0.00
None
0.00
CHANGE HEALTHCARE INC
SOLEShares2.33M
TypeSH
Market value$63.9K
1.96%
Sole
2.33M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares7.50M
TypeSH
Market value$60.5K
1.85%
Sole
7.50M
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares200K
TypeSH
Market value$53.4K
1.64%
Sole
200K
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares750K
TypeSH
Market value$50.0K
1.53%
Sole
750K
Shared
0.00
None
0.00
CANO HEALTH INC
SOLEShares5M
TypeSH
Market value$43.4K
1.33%
Sole
5M
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares600K
TypeSH
Market value$42.9K
1.31%
Sole
600K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANOFISOLE | SPONSORED ADR | 8.50M | SH | $323.2K 9.90% | 8.50M | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 30M | SH | $255.6K 7.83% | 30M | 0.00 | 0.00 |
UNIVERSAL HLTH SVCS INCSOLE | CL B | 2.25M | SH | $198.4K 6.08% | 2.25M | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 1.50M | SH | $165.8K 5.08% | 1.50M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 3M | SH | $154.7K 4.74% | 3M | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 1.40M | SH | $146.4K 4.48% | 1.40M | 0.00 | 0.00 |
MIRATI THERAPEUTICS INCSOLE | COM | 2M | SH | $139.7K 4.28% | 2M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 1.50M | SH | $129.2K 3.96% | 1.50M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 2.45M | SH | $123.0K 3.77% | 2.45M | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 2.50M | SH | $109.4K 3.35% | 2.50M | 0.00 | 0.00 |
SELECT MED HLDGS CORPSOLE | COM | 4.80M | SH | $106.1K 3.25% | 4.80M | 0.00 | 0.00 |
CHARLES RIV LABS INTL INCSOLE | COM | 500K | SH | $98.4K 3.01% | 500K | 0.00 | 0.00 |
MYRIAD GENETICS INCSOLE | COM | 5M | SH | $95.4K 2.92% | 5M | 0.00 | 0.00 |
PERRIGO CO PLCSOLE | SHS | 2.50M | SH | $89.2K 2.73% | 2.50M | 0.00 | 0.00 |
WALGREENS BOOTS ALLIANCE INCSOLE | COM | 2.83M | SH | $88.7K 2.72% | 2.83M | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 1.93M | SH | $85.1K 2.61% | 1.93M | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 2.50M | SH | $73.6K 2.25% | 2.50M | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 16M | SH | $68.3K 2.09% | 16M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 800K | SH | $67.8K 2.08% | 800K | 0.00 | 0.00 |
CHANGE HEALTHCARE INCSOLE | COM | 2.33M | SH | $63.9K 1.96% | 2.33M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 7.50M | SH | $60.5K 1.85% | 7.50M | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 200K | SH | $53.4K 1.64% | 200K | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 750K | SH | $50.0K 1.53% | 750K | 0.00 | 0.00 |
CANO HEALTH INCSOLE | COM CL A | 5M | SH | $43.4K 1.33% | 5M | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 600K | SH | $42.9K 1.31% | 600K | 0.00 | 0.00 |
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