Position in BTMD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$26,561
-$33,049 QoQ
Shares Held
19,675
-14.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $167,384,415 across 15 Medical Care Facilities names. BTMD ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
277,828 | $131,479,322 | |
| 2 | THC |
Tenet Healthcare Corp
|
55,005 | $10,379,993 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
286,303 | $6,124,021 | |
| 4 | FMS |
Fresenius Medical Care AG
|
205,876 | $4,644,562 | |
| 5 | HCSG |
Healthcare Services Group Inc
|
216,812 | $4,021,862 | |
| 6 | UHS |
Universal Health Services Inc
|
15,409 | $2,757,748 | |
| 7 | DVA |
Davita Inc.
|
14,434 | $2,218,361 | |
| 8 | INNV |
InnovAge Holding Corp.
|
272,540 | $2,185,770 |
All Filings in BTMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,561 | 19,675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $59,610 | 22,927 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $96,648 | 32,216 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $133,387 | 33,181 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $90,556 | 27,194 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||