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Broadwood Capital, Inc.
Neal C. Bradsher · Hedge Fund · Value
Broadwood Capital, Inc. is a New York-based investment management firm founded in 2002 by Neal C. Bradsher. The firm primarily serves as the investment manager for Broadwood Partners, L.P., focusing on a concentrated portfolio of equity securities. Broadwood is known for its long-term, fundamental approach to investing, frequently targeting companies within the healthcare, medical device, and biotechnology sectors. The firm often takes significant strategic stakes in its portfolio companies and participates in corporate governance, including securing board representation, to drive long-term value creation and shareholder returns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -4.8% |
| YTD return | -8.3% |
| Sharpe ratio | -0.36 |
| Win rate | 17% |
| AUM | $1.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.broadwoodcapital.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MNST | Monster Beverage Corp | 49.3% | +27.5% |
| STAA | STAAR Surgical Company | 22.8% | -20.5% |
| AXON | Axon Enterprise Inc. | 21.2% | -31.4% |
| LCTX | Lineage Cell Therapeutics Inc | 3.4% | -25.5% |
| IMDX | Insight Molecular Diagnostics Inc. | 3.3% | -3.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | AXON | 23.1% → 21.2% |
| Sep 21, 2026 | SELL | LCTX | 3.7% → 3.4% |
| Sep 21, 2026 | SELL | IMDX | 4.1% → 3.3% |
| Sep 21, 2026 | BUY | MNST | 44.1% → 49.3% |
| Sep 21, 2026 | BUY | STAA | 25.0% → 22.8% |
Investment Style Analysis
Broadwood Capital, Inc. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Beverages - Non-Alcoholic and Medical Instruments & Supplies sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Broadwood Capital, Inc. made a significant move by increasing exposure to AXON. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Broadwood Capital follows a fundamental value-oriented investment philosophy with a long-term horizon. The firm specializes in identifying undervalued companies with durable business models and strong growth potential. Its strategy is characterized by high concentration, deep due diligence, and a low-turnover, buy-and-hold approach. Beyond traditional security selection, Broadwood often adopts an active role in its investments, engaging with management teams and boards of directors to implement strategic improvements and ensure alignment with shareholder interests, while maintaining a focus on tax efficiency.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Broadwood Capital, Inc..
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Frequently asked questions
How is the simulated portfolio for Broadwood Capital, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Broadwood Capital, Inc.'s largest holding?
As of the latest filing, Broadwood Capital, Inc.'s top position is Monster Beverage Corp (MNST), representing 49.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Broadwood Capital, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of -4.8% with a win rate of 17%. Notably, the portfolio maintains a Sharpe Ratio of -0.36, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Broadwood Capital, Inc. primarily invest in?
Broadwood Capital, Inc. has a strong preference for the Beverages - Non-Alcoholic sector, which makes up 49.3% of their disclosed assets. The portfolio also has exposure to Medical Instruments & Supplies, indicating a specific thematic focus.
Is Broadwood Capital, Inc.'s portfolio concentrated or diversified?
Broadwood Capital, Inc. runs a highly concentrated portfolio with 5 disclosed positions. The top 3 holdings alone account for 93.3% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Broadwood Capital, Inc. performed in 2026?
Our AI-simulated model portfolio for Broadwood Capital, Inc. tracks a Year-to-Date (YTD) return of -8.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Neal C. Bradsher manage Broadwood Capital, Inc. directly?
Yes, Neal C. Bradsher serves as the key portfolio manager for Broadwood Capital, Inc., overseeing the investment strategy and final capital allocation decisions.