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患者机会股权策略收购UNH、CROX、MAT、IAC和BIIB

2025-10-18 02:05

Patient Opportunity Equity Strategy outperformed in Q3, rising 14.1% versus the S&P 500’s 8.1% return. This brings the fund's YTD gains to 18.9% vs. the S&P 500’s 14.8%.
In Q3 2025, the fund initiated new positions in UnitedHealth (NYSE:UNH), Crocs (NASDAQ:CROX), Mattel (NASDAQ:MAT), IAC (NASDAQ:IAC), and Biogen (NASDAQ:BIIB).
Source.

More on UnitedHealth, Crocs, etc.

UnitedHealth's Path To Redemption: A Buy Amid The Storm
UnitedHealth: Headwinds Overshadow Low Multiples
Biogen's Comeback: Why The Bulls Are Finally Winning Again
ClearBridge Growth Strategy Fund Buys RBLX, NTRA and XPO; exits UNH, ACN
Mattel and Roblox to launch new slate of games starting with Monster High

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