NYSE · Healthcare

BAUSCH PLUS LOMB CORP BLCO

Bausch & Lomb Corporation (BLCO) is a world-leading eye health company dedicated to protecting and improving people's vision from birth to old age. The company recently launched innovative products such as Blink Triple Care preservative-free lubricating eye drops in the United States. Investors can focus on growth opportunities arising from its product pipeline and global market expansion.

Medical Instruments & Supplies

Company profile

Business mix

  • A global leader in eye health, providing vision protection and enhancement solutions covering the entire life cycle.
  • Reaching consumers through doctors, retailers and online channels, serving millions of users around the world.

Current key questions

  • Whether the launch of new products (such as Blink Triple Care eye drops) can effectively drive performance growth and resist competition.
  • Participate in the Goldman Sachs Global Healthcare Conference and manage market expectations for its strategic planning and financial guidance.
  • As an independent listed company, it needs to balance the contradiction between investment in innovation and profitability.
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 0.02% Buyback -0.62%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Icahn Enterprises / Icahn Capital Carl Icahn 0.7% $55.6M 2026-03-31
Oaktree Capital Management Howard Marks 0.9% $53.8M 2026-03-31
Glenview Capital Management Larry Robbins 0.8% $30.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $19.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +16.1% +1,218,135 / 7,575,100
Icahn Enterprises / Icahn Capital Carl Icahn 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,500,000 Last 3 periods +0 (0.0%) Total shares 3,500,000 Value $55.6M
Oaktree Capital Management Howard Marks 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 28.7% 13F value change +$16.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.2% 13F value change +$8.9M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,521,245 Last 3 periods +861,494 (+34.2%) Total shares 3,382,739 Value $53.8M
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 6.4% 13F value change +$4.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 15.5% 13F value change +$2.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,553,855 Last 3 periods +356,641 (+23.0%) Total shares 1,910,496 Value $30.4M

Recent mentions

No public mentions.