Position in CHE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,190,013
-$3,760,144 QoQ
Shares Held
8,445
-48.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 91.49792776791.ToString("F0")%
Shared 6.382474837181765.ToString("F0")%
None 2.11959739490823.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $9,579,440 across 12 Medical Care Facilities names. CHE ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
This page
|
8,445 | $3,190,013 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
3,519 | $1,665,331 | |
| 3 | THC |
Tenet Healthcare Corp
|
4,286 | $808,811 | |
| 4 | ENSG |
Ensign Group, Inc
|
4,006 | $807,209 | |
| 5 | NHC |
National Healthcare Corp
|
3,496 | $558,311 | |
| 6 | FMS |
Fresenius Medical Care AG
|
22,921 | $517,097 | |
| 7 | PNTG |
Pennant Group, Inc.
|
15,914 | $485,058 | |
| 8 | DVA |
Davita Inc.
|
2,488 | $382,379 |
All Filings in CHE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,190,013 | 8,445 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,950,157 | 16,244 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $9,072,107 | 20,262 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,039,238 | 10,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,818,150 | 14,331 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,007,926 | 15,115 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,844,475 | 14,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,811,523 | 14,397 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||