Position in BKD
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$368,525
New position
Shares Held
22,904
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#191
of 291 holders
Holding Since
Jun 2026
1 quarter on record
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Fulcrum Asset Management LLP holds $1,578,982 across 12 Medical Care Facilities names. BKD ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
2,398 | $533,507 | |
| 2 | BKD |
Brookdale Senior Living Inc.
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|
22,904 | $368,525 | |
| 3 | UHS |
Universal Health Services Inc
|
1,544 | $229,577 | |
| 4 | PACS |
PACS Group, Inc.
|
3,194 | $136,192 | |
| 5 | SGRY |
Surgery Partners, Inc.
|
7,340 | $123,312 | |
| 6 | NUTX |
Nutex Health Inc.
|
718 | $122,699 | |
| 7 | MD |
Pediatrix Medical Group, Inc.
|
1,410 | $35,715 | |
| 8 | CHE |
Chemed Corp
|
32 | $14,903 |
All Filings in BKD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,525 | 22,904 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||