SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Healthcare Value Capital, LLC

CIK 0001458461 · 50 TICE BLVD, SUITE 140, WOODCLIFF LAKE, NJ, 07677 · 212-488-5411

Reported Value
$39M
Q2 2020
Positions
19
Filings on Record
11
2019–present window
Filed
Aug 14, 2020
original filing

Summary

Healthcare Value Capital, LLC reported $39M in U.S.-listed holdings across 19 positions for Q2 2020.

Its largest position, Glaxosmithkline, represents 10.4% of the portfolio.

Compared with Q1 2020, the fund opened 0 new positions and exited 6.

Portfolio Metrics

Turnover
+7.6%
vs prior filed quarter
Top-10 Concentration
+70.7%
share of reported value
Largest Position
+10.4%
Glaxosmithkline

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $26MQ1 ’19Q2 ’19: $53MQ3 ’19: $55MQ3 ’19Q4 ’19: $34MQ1 ’20: $59MQ1 ’20Q2 ’20: $39MQ3 ’20: $30MQ3 ’20Q4 ’20: $30MQ1 ’21: $45MQ1 ’21Q2 ’21: $50MQ3 ’21: $51MQ3 ’21filingsflow.com

Portfolio Composition

By security type
Common Stock: 71.7%Other: 28.3%
  • Common Stock · 71.7% · $28M
  • Other · 28.3% · $11M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AZNNASTRAZENECA PLCSOLD OUT75.0K0$3M$0
LABORATORY CORP AMER HLDGSSOLD OUT25.0K0$3M$0
SPXLDIREXION SHS ETF TRSOLD OUT120.0K0$3M$0
ALXNALEXION PHARMACEUTICALS INCSOLD OUT30.0K0$3M$0
PROSHARES TRSOLD OUT75.0K0$1M$0
WBAWALGREENS BOOTS ALLIANCE INCADDED+25.0K50.0K+$976,000$2M
MENLO THERAPEUTICS INCADDED+850.0K1.70M+$663,000$3M
ADAMAS PHARMACEUTICALS INCSOLD OUT200.0K0$578,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2020

15 positions
#IssuerClass% PortfolioValueShares
1GLAXOSMITHKLINE PLCSPONSORED ADR10.41%$4M100.0K
2GILDGILEAD SCIENCES INChistory →COM9.82%$4M50.0K
3PROSHARES TRULTRAPRO SHORT S7.53%$3M250.0K
4MENLO THERAPEUTICS INCCOM7.51%$3M1.70M
5TYME TECHNOLOGIES INCCOM7.39%$3M2.17M
6CAHCARDINAL HEALTH INChistory →COM6.66%$3M50.0K
7ABBVABBVIE INChistory →COM6.27%$2M25.0K
8WBAWALGREENS BOOTS ALLIANCE INChistory →COM5.41%$2M50.0K
9JAZZJAZZ PHARMACEUTICALS PLChistory →SHS USD5.35%$2M19.0K
10CLOVIS ONCOLOGY INCCOM4.31%$2M250.0K
11CVSCVS HEALTH CORPhistory →COM4.15%$2M25.0K
12MCKMCKESSON CORPhistory →COM3.92%$2M10.0K
13CORAMERISOURCEBERGEN CORPhistory →COM3.86%$2M15.0K
14ANTARES PHARMA INCCOM3.51%$1M500.0K
15GREENLANE HLDGS INCCL A2.54%$995,000250.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2021$51M25Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$50M23Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$45M22May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$30M17Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$30M18Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$39M19Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$59M26May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$34M16Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$55M22Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$53M19Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$26M10May 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.