Tremblant Capital’s Heaviest Healthcare Stock Holdings in Q3

Wall St. Watchdog reveals information regarding Tremblant Capital Management��s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 9 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $138.081 million.

  • Wright Medical Group Inc. (NASDAQ:WMGI): On 06/30/2011, Tremblant Capital Management reported holding 3,252,077 shares with a market value of $48,781,155. This comprised 3.4% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 2,193,031 shares with a market value of $39,211,392. This comprised 3.06% of the total portfolio. The net change in shares for this position over the two quarters is -1,059,046. About Company: Wright Medical Group, Inc., an orthopedic device company, specializes in the design, manufacture, and marketing of reconstructive joint devices and bio-orthopedic materials. The Company��s joint devices are used to replace knee, hip, and other joints that have deteriorated through disease or injury.
  • Integra Lifesciences Holdings Corporation (NASDAQ:IART): On 06/30/2011, Tremblant Capital Management reported holding 267,949 shares with a market value of $12,810,642. This comprised 0.89% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 1,035,289 shares with a market value of $37,032,288. This comprised 2.89% of the total portfolio. The net change in shares for this position over the two quarters is 767,340. About Company: Integra LifeSciences Holdings develops, manufactures, and markets medical devices, implants, and biomaterials. The Company��s products are primarily used in the treatment of burns and skin defects, spinal and cranial disorders, orthopedics, and other surgical applications.
  • Symmetry Medical Inc. (NYSE:SMA): On 06/30/2011, Tremblant Capital Management reported holding 2,877,264 shares with a market value of $25,809,059. This comprised 1.8% of the t! otal por tfolio. On 09/30/2011, Tremblant Capital Management reported holding 3,256,257 shares with a market value of $25,138,303. This comprised 1.96% of the total portfolio. The net change in shares for this position over the two quarters is 378,993. About Company: Symmetry Medical Inc. designs, develops, and manufactures custom and standard surgical instruments. The Company markets the products to dental, osteobiologic and endoscopy sectors. Symmetry provides limited specialized products and services to non-healthcare markets, such as the aerospace market.
  • Greatbatch Inc. (NYSE:GB): On 06/30/2011, Tremblant Capital Management reported holding 1,081,219 shares with a market value of $28,998,293. This comprised 2.02% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 1,169,558 shares with a market value of $23,402,856. This comprised 1.83% of the total portfolio. The net change in shares for this position over the two quarters is 88,339. About Company: Greatbatch, Inc. develops and manufactures power sources, feedthroughs, and wet tantalum capacitors used in implantable medical devices. The Company also manufactures other components used in implantable medical devices. Greatbatch provides pacemaker batteries, implantable cardiovascular defibrillator batteries, and batteries for commercial applications.
  • Vivus Inc. (NASDAQ:VVUS): On 06/30/2011, Tremblant Capital Management reported holding 841,110 shares with a market value of $6,846,636. This comprised 0.48% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 883,112 shares with a market value of $7,126,714. This comprised 0.56% of the total portfolio. The net change in shares for this position over the two quarters is 42,002. About Company: VIVUS, Inc. is a biopharmaceutical company developing therapies for obesity, sleep apnea, diabetes and sexual health. The company markets a treatment for erectile dysfunction, and has drugs for obesity and erec! tile dys function in late-stage clinical trials.
  • Orthofix International Nv (NASDAQ:OFIX): On 06/30/2011, Tremblant Capital Management reported holding 565,442 shares with a market value of $24,014,322. This comprised 1.67% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 174,837 shares with a market value of $6,033,625. This comprised 0.47% of the total portfolio. The net change in shares for this position over the two quarters is -390,605. About Company: Orthofix International N.V. and its subsidiaries develop, produce, and market products for the medical device industry. The Company��s products include the Orthofix external fixation, the Spinal Stim for enhanced healing of non-union fractures, the Oscar ultrasonic bone cement removal systems, the Ogden Anchor for anchoring soft tissue to bone, and the Osteogenics BoneSource.
  • Pfizer Inc. (NYSE:PFE): On 06/30/2011, Tremblant Capital Management reported holding 6,250,100 shares with a market value of $128,752. This comprised 0.01% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 5,981,200 shares with a market value of $105,748. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is -268,900. About Company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company��s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Teva Pharmaceutical Industries Limited (NASDAQ:TEVA): On 06/30/2011, Tremblant Capital Management reported holding 0 shares. On 09/30/2011, Tremblant Capital Management reported holding 612,600 shares with a market value of $22,801. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 612,60! 0. About Company: Teva Pharmaceutical Industries Ltd. develops, manufactures and markets generic and branded human pharmaceuticals and active pharmaceutical ingredients. The Company produces antibiotics, oncological products, Alpha D3 for treatment of post-menopausal bone loss in women and Copaxone for treatment of multiple sclerosis. Teva develops novel drugs for diseases of the central nervous system.
  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011, Tremblant Capital Management reported holding 29,000 shares with a market value of $1,929. This comprised 0% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 109,500 shares with a market value of $6,974. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 80,500. About Company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.

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