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Susanna B. Schankler

Davern Capital Partners, Lp

Assets Managed
$364.54M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
17.87%(2Q avg: 8.94%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Davern Capital Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Davern Capital Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 364.54M in assets, with a quarterly growth rate of 17.87% and a 2-quarter average growth rate of 8.94%. The portfolio is managed by Susanna B. Schankler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PFE
Pfizer Inc
Recent Activity
Decreased -21.95%
12.28%
$44.758M
1.594M shares@ $28.08 avg price
REGN
Regeneron Pharmaceuticals
Recent Activity
Decreased -14.53%
9.5%
$34.614M
44,800 shares@ $772.64 avg price
INSM
Insmed Inc
Recent Activity
New Position
8.19%
$29.853M
182,562 shares@ $163.52 avg price
IONS
Ionis Pharmaceuticals Inc
Recent Activity
Increased 62.24%
7.97%
$29.053M
386,903 shares@ $75.09 avg price
NTRA
Natera Inc
Recent Activity
Increased 83.05%
7.9%
$28.792M
143,966 shares@ $199.99 avg price
BNTX
Biontech Se-adr
Recent Activity
Decreased -17.82%
7.44%
$27.113M
305,055 shares@ $88.88 avg price
ARGX
Argenx Se - Adr
Recent Activity
Decreased -1.79%
7.03%
$25.592M
35,045 shares@ $730.25 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 228.39%
6.89%
$25.09M
27,279 shares@ $919.78 avg price
RPRX
Royalty Pharma Plc- Cl A
Recent Activity
Decreased -38.14%
6.85%
$24.945M
520,009 shares@ $47.98 avg price
ROIV
Roivant Sciences Ltd
Recent Activity
Decreased -15.06%
6.64%
$24.193M
873,398 shares@ $27.71 avg price

1-10 of 17