What Makes Ligand Pharmaceuticals (LGND) an Investment Choice?
Summers Value Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ranger Investment Management Conrad Doenges (Cio) | 269,983 | $51,045,686 | -2% | 3.5% |
| 2. | Private Capital Management Gregg J. Powers | 208,891 | $39,495,021 | -9% | 3.62% |
| 3. | Impax Asset Management Ian Simm | 165,208 | $31,235,877 | -18% | 0.2% |
| 4. | Fisher Asset Management Ken Fisher | 130,858 | $24,741,321 | +21% | 0.01% |
| 5. | Driehaus Capital Richard Driehaus | 122,326 | $23,128,177 | -25% | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $105.67 | 5,523 | $583,629.22 | 161,234 | 2025-05-09 | Filing | |
| $104.53 | 2,307 | $241,149.56 | 155,711 | 2025-05-09 | Filing | |
| $104.57 | 1,680 | $175,677.60 | 153,404 | 2025-05-09 | Filing | |
| $104.40 | 500 | $52,200.00 | 27,932 | 2025-05-09 | Filing | |
| $103.89 | 1,000 | $103,890.00 | 27,432 | 2025-05-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $225.00 | 3,057 | $687,825.00 | 21,010 | 2026-03-11 | Filing | |
| $208.87 | 1,142 | $238,532.28 | 36,869 | 2026-03-04 | Filing | |
| $208.12 | 1,446 | $300,939.06 | 38,011 | 2026-03-04 | Filing | |
| $207.01 | 612 | $126,689.45 | 39,457 | 2026-03-04 | Filing | |
| $206.37 | 340 | $70,164.78 | 40,069 | 2026-03-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,940,231 | $555,909,475 | 0.01% | |
| 2. | 2,073,892 | $392,110,761 | 0.01% | |
| 3. | 995,400 | $188,199,064 | 0.08% | |
| 4. | 751,205 | $142,030,329 | 0% | |
| 5. | 644,093 | $121,779,000 | 0.18% |