Verdad Advisers, LP

Position in AHCO — AdaptHealth Corp.

CIK 1812822 BOSTON, MA

Position in AHCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$781,500

-$349,000 QoQ

Shares Held

75,000

-21.1% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#94

of 235 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Verdad Advisers, LP holds $1,655,764 across 3 Medical Devices names. AHCO ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHCO	AdaptHealth Corp. This page	75,000	$781,500
2	VMD	Viemed Healthcare, Inc.	52,879	$602,820
3	TCMD	Tactile Systems Technology Inc	9,115	$271,444

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,500	75,000	-21.1%	Shares	Sole	2026-08-14
2026-03-31	$1,130,500	95,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.