L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 15 May 2025
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 2 listed it in both
Shares listed
4,061,003
combined, among listed positions
Reported value
$59m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BLCO in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Carl C. Icahn3,500,000$51m0.68%Held015 May 2025 (the filing on sec.gov)
Glenview Capital Management LLC500,000$7.3m0.18%Newnew15 May 2025 (the filing on sec.gov)
PDT Partners LLC61,003$885k0.06%Added+12,22815 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

024682023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BLCO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20223$63mn.a.n.a.
Q3 20224$100mn.a.n.a.
Q4 20222$63mn.a.n.a.
Q1 20232$90mn.a.n.a.
Q2 20233$87mn.a.n.a.
Q3 20234$69mn.a.n.a.
Q4 20234$66m11
Q1 20244$73m30
Q2 20245$74m21
Q3 20245$97m22
Q4 20245$82m13
Q1 20253$59m20
Q2 20254$101m30
Q3 20257$158m40
Q4 20257$198m176
Q1 20265$178m1112
Q2 20266$203m167

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BLCO and LLY →BLCO and JNJ →BLCO and VRTX →Choose a stock to compare with BLCO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BLCO, latest filings →Back to the 13F Explorer →