Bausch + Lomb CORP (BLCO) Hedge Fund & Institutional Holdings (Q2 2026)

BLCO ranks #4650 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

BLCO is a disclosed holding of Carl Icahn (Icahn Enterprises), one of the tracked superinvestors on AlphaSMO — it makes up 0.7% of that fund's own 13F portfolio.

BLCO is a top-conviction position for Caspian Capital LP — at 18.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BLCO belongs to Icahn Carl C, but the position matters far more to Caspian Capital LP, who has 18.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Davidson Kempner Capital Management LP has added to its BLCO position for two straight quarters, increasing it by $19.2M to reach $52.3M today.

Nomura Holdings Inc has trimmed its BLCO position for two straight quarters, cutting it by $17.2M while still holding $4.2M.

BLCO is up 0.7% today, and institutions have been net buyers of $47.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BLCO reported a net loss of $171.0M over the trailing twelve months.

• Not yet profitable — net loss of $171.0M over the trailing twelve months
• Revenue grew 8.9% year over year
• Net income improved year over year, from -$273.0M to -$171.0M
• Generated $283.0M in positive operating cash flow
• Current ratio of 1.55x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.16x equity — within a conventional range