Position in CAH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,766,861
+$228,395 QoQ
Shares Held
11,647
-3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#478
of 1,484 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Derivatives in CAH
reported options exposure · as of Jun 30, 2026CallValue
$237,560
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $12,737,452 across 3 Medical Distribution names. CAH ranks #2 (21.7% of the industry book) .
All Filings in CAH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,560 | 1,000 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $2,766,861 | 11,647 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,538,466 | 12,013 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,120,760 | 10,320 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,309,831 | 8,345 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,493,520 | 8,890 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,158,232 | 8,407 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,038,292 | 8,779 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,157,697 | 10,475 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,069,033 | 10,873 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $617,688 | 5,520 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $693,403 | 6,879 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||