Silversmith Partners I GP, LLC
Long book
$39.2M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
-9.5%
SPY -4.4%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsSilversmith Partners I GP, LLC is a diversified fundamental manager, specialised in healthcare (100% of the long book), running a $39.2M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: LIFESTANCE HEALTH GROUP INC.
We rate its filings as signal-bearing: position changes reflect genuine views.
Sector allocation
Healthcare 100%
Long book by quarter
What does Silversmith Partners own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LFST LIFESTANCE HEALTH GROUP INC | Healthcare | 6.2M | $39.2M | 100.0% | -57.0% |