Position in CHE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$415,905
-$2,774,108 QoQ
Shares Held
893
-89.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#319
of 528 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 12%
Shared 87%
None 1%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,795,610 across 12 Medical Care Facilities names. CHE ranks #8 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
8,394 | $848,465 | |
| 2 | NHC |
National Healthcare Corp
|
3,502 | $740,182 | |
| 3 | PNTG |
Pennant Group, Inc.
|
15,964 | $589,869 | |
| 4 | ENSG |
Ensign Group, Inc
|
3,298 | $528,669 | |
| 5 | HCA |
HCA Healthcare, Inc.
|
1,323 | $515,824 | |
| 6 | THC |
Tenet Healthcare Corp
|
2,277 | $425,981 | |
| 7 | FMS |
Fresenius Medical Care AG
|
18,485 | $417,945 | |
| 8 | CHE |
Chemed Corp
This page
|
893 | $415,905 |
All Filings in CHE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,905 | 893 | Shares | Other | 2026-07-23 | |
| 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. | ||||||