Aytu Biopharma
AYTU on Nasdaq. Market value $22m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 38 funds in all.
Largest holders overall
- Nantahala Capital Management$5mAdded
- Stonepine Capital Management$2mAdded
- AWM Investment Company$1m
- Vanguard Capital Management$561,464
- Crown Advisors Management$430,000Added
- Diadema Partners LP$319,374Cut
- TWO Sigma Investments, LP$226,451Cut
- Renaissance Technologies$225,369Added
- Geode Capital Management$201,371
- Citadel Advisors$106,240Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- Nantahala Capital Management, LLCPassive investorat least 14.4%(filed with 2 related holders)Since 6 June 2025
What they said
Item 4 is amended by the addition of the following: On June 6, 2025, the Reporting Persons caused the Nantahala Investors to purchase prefunded warrants (the "June 2025 Prefunded Warrants") in an underwritten offering (the "June 2025 Offering") by the Issuer. Using cash on hand,…
Read the filing - Stonepine Capital Management, LLCPassive investorat least 9.9%(filed with 3 related holders)Since 30 June 2025
- AWM Investment Company, Inc.Passive investor5.8%−1.1 ptsSince 31 December 2025
- LYTTON LAURENCE WPassive investorat least 5.0%−5.0 pts(filed with 1 related holder)Since 30 June 2026
- Philotimo Fund, LPPassive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Nantahala Capital Management, LLC Passive investor | at least 14.4% (filed with 2 related holders) | 6 June 2025 | What they saidItem 4 is amended by the addition of the following: On June 6, 2025, the Reporting Persons caused the Nantahala Investors to purchase prefunded warrants (the "June 2025 Prefunded Warrants") in an underwritten offering (the "June 2025 Offering") by the Issuer. Using cash on hand,… Read the filing |
Stonepine Capital Management, LLC Passive investor | at least 9.9% (filed with 3 related holders) | 30 June 2025 | |
AWM Investment Company, Inc. Passive investor | 5.8%−1.1 pts | 31 December 2025 | |
LYTTON LAURENCE W Passive investor | at least 5.0%−5.0 pts (filed with 1 related holder) | 30 June 2026 | |
Philotimo Fund, LP Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 22 Sep 2026, and no later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.