Strategic Portfolio Expansion
Odyssean LLC Expands Equity Stakes Across Multiple Public Companies in Q2
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Key Points
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Odyssean LLC increased its stake in Medical Properties Trust by 133.8% in Q2 to 599,358 shares, about 0.10% of the stock, with the position valued at roughly $2.77 million. The filing notes that 71.79% of MPT is owned by institutional investors and hedge funds.
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Odyssean’s upsize in Upstart Holdings reached 80,393 shares (about 0.08% of the float), worth roughly $2.85 million, after adding 44,510 shares in Q2. The same filing reveals CFO Andrea Blankmeyer sold 7,175 Upstart shares on Aug. 17, reducing her stake to 155,208 shares (about $4.56 million).
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Odyssean boosted its stake in Madison Square Garden Entertainment by 60.2% in Q2 to 40,452 shares after purchasing an additional 15,203 shares; MSGE now ranks as Odyssean’s 19th-largest holding, representing roughly 0.5% of its portfolio with a value of about $3.27 million.
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Life Time Group Holdings saw its position rise 23.8% in Q2 to 70,954 shares, valued at roughly $2.90 million; the stock is part of a broader pattern of institutional interest in fitness-focused companies, with hedge funds and other institutions owning about 79.40% of Life Time stock.
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Odyssean acquired 10,271 shares of Guardant Health in Q2, valued at about $1.54 million; Guardant Health is already heavily owned by institutions, with about 92.60% of its stock held by institutional investors and hedge funds.
Odyssean LLC significantly expanded its portfolio in Q2, boosting its stake in Medical Properties Trust by 133.8% to roughly 599,358 shares worth $2.77 million Watchlist News. The fund also enlarged positions in four other companies, including a 60% increase in Madison Square Garden Entertainment and a new stake in Guardant Health, reflecting a diversified strategy across healthcare, entertainment, and consumer equities Watchlist News.
Medical Properties Trust Becomes Larger Odyssean Holding
Odyssean more than doubled its Medical Properties Trust position to 599,358 shares in Q2, now representing about 0.10% of the company's stock Watchlist News. The $2.77 million investment reflects growing confidence in the healthcare real estate sector. Institutional investors and hedge funds already own 71.79% of MPT, according to the filing Watchlist News.
Upstart Holdings Stake Reaches $2.85 Million
Odyssean added 44,510 shares of Upstart Holdings in Q2, bringing its total position to 80,393 shares worth roughly $2.85 million or about 0.08% of the float Watchlist News. The uptick comes as the company's CFO Andrea Blankmeyer sold 7,175 shares in mid-August, reducing her personal stake to 155,208 shares Watchlist News.
Madison Square Garden Entertainment Jumps Into Top 20 Holdings
Odyssean increased its Madison Square Garden Entertainment stake by 60.2% in Q2, buying 15,203 more shares to reach 40,452 shares worth $3.27 million Watchlist News. MSGE now ranks as Odyssean's 19th-largest holding and comprises roughly 0.5% of its total portfolio Watchlist News.
Life Time and Guardant Health Fill Out Portfolio Diversity
Odyssean raised its Life Time Group Holdings position by 23.8% to 70,954 shares worth $2.90 million Watchlist News. The fitness company benefits from strong institutional backing, with hedge funds and other big investors owning 79.40% of the stock Watchlist News. Odyssean also bought 10,271 new shares of Guardant Health for $1.54 million, entering a stock where institutions hold 92.60% of shares Watchlist News.
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