Davern Capital Partners, LP: INSMED INC (INSM): Quarterly 13F Position History
As of Q2 2026, Davern Capital Partners, LP reported 559,824 shares of INSMED INC (INSM), worth $59.7M and representing 10.2% of its 13F equity book. Quarter-over-quarter share count change: + 377,262 (+206.6%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 559,824Shares Held (Latest Filing)
- $59.7MReported Market Value (Latest Filing)
- 10.2%Portfolio Weight (% of 13F Equity Book)
- +377,262Quarter-over-Quarter Share Change
- +$29.8MQuarter-over-Quarter Value Change
- 559,824Peak Reported Shares (Historical)
Recent initiation: Davern Capital Partners, LP first reported INSM on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 559,824 | +377,262 | +206.6% | $59.7M | 10.2% | $106.6 |
| Q1 2026 | 182,562 | – | – | $29.9M | 8.2% | $163.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Davern Capital Partners, LP first disclose a INSM position in 13F-HR filings?
Davern Capital Partners, LP first reported INSMED INC (INSM) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Davern Capital Partners, LP's most recent quarter-over-quarter share-count change in INSM?
Between Q1 2026 and Q2 2026, Davern Capital Partners, LP added 377,262 shares of INSM (+206.6%), bringing the total reported position to 559,824 shares at a market value of $59.7M.
Does the implied price-per-share represent Davern Capital Partners, LP's cost basis in INSM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.