Position in CHE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,711,162
-$36,218 QoQ
Shares Held
4,530
+10.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.7373068432671084.ToString("F0")%
Shared 0.ToString("F0")%
None 97.2626931567329.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026CWM, LLC holds $30,143,571 across 40 Medical Care Facilities names. CHE ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
56,761 | $10,711,368 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
16,272 | $7,700,561 | |
| 3 | UHS |
Universal Health Services Inc
|
13,526 | $2,420,748 | |
| 4 | CHE |
Chemed Corp
This page
|
4,530 | $1,711,162 | |
| 5 | HCSG |
Healthcare Services Group Inc
|
68,024 | $1,261,845 | |
| 6 | DVA |
Davita Inc.
|
6,999 | $1,075,676 | |
| 7 | NHC |
National Healthcare Corp
|
6,282 | $1,003,235 | |
| 8 | AMN |
Amn Healthcare Services Inc
|
43,536 | $798,450 |
All Filings in CHE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,711,162 | 4,530 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,747,380 | 4,084 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $971,595 | 2,170 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $917,376 | 1,884 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $259,049 | 421 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $203,973 | 385 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $291,470 | 485 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $215,404 | 397 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $215,046 | 335 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $180,687 | 309 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $189,170 | 364 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $191,209 | 353 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $175,306 | 326 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $163,337 | 320 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $144,064 | 330 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $141,755 | 302 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $154,497 | 305 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $147,073 | 278 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $108,660 | 229 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $105,298 | 229 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $121,967 | 229 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $110,000 | 229 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $103,295 | 229 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $99,202 | 229 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||