Broadwood Capital Inc.
Broadwood Capital, Inc. is a private investment firm founded in 2002 and headquartered in New York City, NY. Led by President Neal C. Bradsher, it is registered as an SEC investment adviser, serving institutional investors and high-net-worth individuals. The firm primarily manages Broadwood Partners, L.P., a pooled investment vehicle for sophisticated investors, and a non-discretionary advisory account for a single-family group. Focused on providing strategic investments across multiple sectors, Broadwood Capital reviews investment portfolios regularly and delivers tailor-made investment solutions, employing fewer than 25 professionals.
Investment Strategy
Broadwood Capital provides both discretionary and non-discretionary advisory services, primarily managing a concentrated portfolio for Broadwood Partners, L.P., targeting significant strategic positions in select public companies—particularly in sectors such as pharmaceuticals, biotechnology, medical devices, and healthcare. The firm's approach includes rigorous daily and monthly portfolio reviews aligned with specific investment objectives and strategies. By focusing on deep due diligence, governance involvement, and sector expertise, Broadwood Capital aims to deliver superior long-term returns for sophisticated investors and family office clients.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AXON | AXON ENTERPRISE INC | 36.62% | $574.8M | 694,264 | $32.72 | $827.94 | +$208.7M |
M MNST | MONSTER BEVERAGE CORP NEW | 32.94% | $517.1M | 8,255,428 | $22.34 | $62.64 | +$31.7M |
S STAA | STAAR SURGICAL CO | 14.45% | $226.9M | 13,519,491 | $13.70 | $16.78 | +$7.3M |
I IWM | ISHARES TR | 6.53% | $102.5M | 474,920 | $112.69 | $215.79 | +$7.7M |
L LCTX | LINEAGE CELL THERAPEUTICS IN | 2.86% | $45.0M | 49,560,992 | $0.97 | $0.91 | +$22.6M |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UAL | UNITED AIRLS HLDGS INC | New | Call | $11.9M | 1,500 | $79.63 | $79.63 | +1,500 | +$11.9M |
A AAL | AMERICAN AIRLS GROUP INC | New | Call | $9.2M | 8,200 | $11.22 | $11.22 | +8,200 | +$9.2M |
L LUV | SOUTHWEST AIRLS CO | New | Call | $5.9M | 1,830 | $32.44 | $32.44 | +1,830 | +$5.9M |
H HBI | HANESBRANDS INC | New | Call | $5.2M | 11,275 | $4.58 | $4.58 | +11,275 | +$5.2M |
D DAL | DELTA AIR LINES INC DEL | New | Call | $2.6M | 525 | $49.18 | $49.18 | +525 | +$2.6M |