What to Know About This Fund's $74.8 Million Indivior Sale

2 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, May 30, 2026 astatine 3:21 PM CDT 4 min read

On May 15, 2026, Divisadero Street Capital Management disclosed it sold 2,263,703 shares of Indivior (NASDAQ:INDV), an estimated $74.76 cardinal commercialized based connected quarterly mean pricing.

What happened

According to a May 15, 2026, SEC filing, Divisadero Street Capital Management reduced its presumption successful Indivior by 2,263,703 shares during the archetypal quarter. The estimated transaction worth was $74.76 cardinal based connected the period’s mean closing price. The fund’s Indivior involvement ended the 4th astatine 521,083 shares, with the position’s worth decreasing by $84.04 cardinal implicit the quarter, reflecting stock income and terms changes.

What other to cognize

After the sale, Indivior represents 0.7% of the fund’s reportable assets nether management.
Top holdings aft the filing:
- NYSE: SGHC: $176.32 cardinal (8.3% of AUM)
- NYSE: RSI: $139.78 cardinal (6.5% of AUM)
- NASDAQ: DAVE: $111.56 cardinal (5.2% of AUM)
- NASDAQ: CELH: $89.95 cardinal (4.2% of AUM)
- NYSE: CLS: $86.14 cardinal (4.0% of AUM)
As of Friday, Indivior shares were priced astatine $36.02, up adjacent to 200% this past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 28%.

Company overview

Metric

Value

Revenue (TTM)	$1.29 billion
Net income (TTM)	$252.00 million
Price (as of Friday)	$36.02

Company snapshot

Indivior develops and markets buprenorphine-based medicine drugs for opioid dependence, including Suboxone Film, Suboxone Tablet, and Subutex Tablet.
The institution generates gross done the manufacture and merchantability of specialty pharmaceuticals, chiefly targeting the opioid addiction attraction marketplace crossed the United States, United Kingdom, and different planetary regions.

Indivior is simply a specialty pharmaceutical institution with a absorption connected opioid addiction treatment, leveraging its proprietary buprenorphine formulations to code a captious nationalist wellness need. Indivior operates successful the United States, Rest of World, and United Kingdom markets.

What this transaction means for investors

This merchantability yet looks similar profit-taking aft a singular tally alternatively than a motion that Indivior's concern momentum is fading. Divisadero Street Capital reduced a presumption that had go a large winner, but the company's latest results suggest the underlying communicative remains intact.

Late past month, Indivior reported that first-quarter gross roseate 19% twelvemonth implicit twelvemonth to $317 million, driven mostly by SUBLOCADE, whose income jumped 32% to $232 million. Profitability improved adjacent faster, with adjusted EBITDA much than doubling to a grounds $164 cardinal and GAAP nett income climbing to $89 cardinal from $47 cardinal a twelvemonth earlier.

Management's outlook besides became much optimistic. Following beardown first-quarter demand, the institution raised its 2026 guidance and present expects up to $1.29 cardinal successful gross and arsenic overmuch arsenic $660 cardinal successful adjusted EBITDA. CEO Joe Ciaffoni said Indivior is connected way to participate the adjacent signifier of its maturation program during the 2nd fractional of 2026, portion CFO Ryan Preblick pointed to accelerating SUBLOCADE adoption and increasing currency generation.

With much than 500,000 patients prescribed SUBLOCADE since motorboat and guidance moving higher, the cardinal question for investors going guardant is whether the company's maturation tin proceed to warrant the stock's monolithic run.

Read Entire Article