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Farallon discloses 8.2% passive stake in Lantheus Holdings (NASDAQ: LNTH)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Farallon-affiliated funds and managers report a significant passive stake in Lantheus Holdings, Inc. As of the event date of 12/31/2025, the Farallon reporting group discloses beneficial ownership of 5,427,479 shares of Lantheus common stock, representing 8.2% of the outstanding Shares.

The Amendment notes internal leadership changes at Farallon entities. Effective December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased to be deemed beneficial owners. Effective January 1, 2026, Avner A. Husen became a member and manager of several Farallon general partners and may be deemed a beneficial owner. The group certifies the holdings are not for changing or influencing control of Lantheus.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






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Farallon Capital Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/05/2026
Farallon Capital Institutional Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/05/2026
Farallon Capital Institutional Partners II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/05/2026
Farallon Capital Institutional Partners III, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/05/2026
Four Crossings Institutional Partners V, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/05/2026
Farallon Capital Offshore Investors II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/05/2026
Farallon Capital (AM) Investors, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/05/2026
Farallon Capital F5 Master I, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/05/2026
Farallon Healthcare Partners Master, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/05/2026
Farallon Partners, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member
Date:02/05/2026
Farallon Institutional (GP) V, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/05/2026
Farallon F5 (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/05/2026
Farallon Healthcare Partners (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/05/2026
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:02/05/2026
Fried, Richard B
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Husen, Avner A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Patel, Rajiv A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Seybold, William
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/05/2026
Exhibit Information

Exhibit 1. Joint Acquisition Statement Pursuant to Section 240.13d-1(k)

FAQ

What stake in Lantheus Holdings (LNTH) do Farallon entities report in this Schedule 13G/A?

Farallon-affiliated funds and individuals report beneficial ownership of 5,427,479 shares of Lantheus Holdings common stock, representing 8.2% of the class as of 12/31/2025. This makes Farallon a significant institutional holder while remaining below typical control thresholds.

Is Farallon’s ownership in Lantheus Holdings (LNTH) reported as active or passive?

The filing is made under Rule 13d-1(c), and the certification states the securities were not acquired and are not held to change or influence control of Lantheus. This characterizes Farallon’s 8.2% position as a passive investment rather than an activist stake.

Which internal changes at Farallon are disclosed in relation to its Lantheus (LNTH) holdings?

Effective January 1, 2026, Avner A. Husen became a member or manager of key Farallon general partners and may be deemed a beneficial owner. As of December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased to be deemed beneficial owners.

How are the Farallon funds structured in relation to Lantheus Holdings (LNTH) shares?

Multiple Farallon funds directly hold Lantheus shares, including Farallon Capital Partners, institutional partnerships, offshore and healthcare-focused master funds. Various Farallon general partner entities may be deemed beneficial owners through their roles as general partners or managing members over these funds’ investment decisions.

Do Farallon individual managers personally own Lantheus (LNTH) shares according to this filing?

The filing states Farallon individual reporting persons may be deemed beneficial owners of shares held by the Farallon funds due to their roles in managing general partners. However, each such person, and the general partner entities, expressly disclaim beneficial ownership of the reported Shares.

What percentage of Lantheus Holdings (LNTH) does the largest Farallon reporting entity hold?

Farallon Partners, L.L.C. reports beneficial ownership of 5,281,936 Lantheus shares, representing 8% of the common stock. Individual Farallon reporting persons each report 5,427,479 shares, or 8.2%, reflecting their deemed beneficial ownership through control positions in the Farallon fund complex.
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