Position in CHE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,185,725
+$1,097,586 QoQ
Shares Held
3,139
+1423.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Horizon Investments, LLC holds $43,374,472 across 13 Medical Care Facilities names. CHE ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
27,359 | $12,947,373 | |
| 2 | THC |
Tenet Healthcare Corp
|
61,897 | $11,680,582 | |
| 3 | ENSG |
Ensign Group, Inc
|
26,970 | $5,434,455 | |
| 4 | EHC |
Encompass Health Corp
|
46,123 | $4,461,477 | |
| 5 | UHS |
Universal Health Services Inc
|
9,608 | $1,719,543 | |
| 6 | NHC |
National Healthcare Corp
|
10,252 | $1,637,244 | |
| 7 | CON |
Concentra Group Holdings Parent, Inc.
|
70,672 | $1,515,914 | |
| 8 | CHE |
Chemed Corp
This page
|
3,139 | $1,185,725 |
All Filings in CHE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,185,725 | 3,139 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,139 | 206 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $811,752 | 1,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,895,772 | 5,947 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,230 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $1,283 | 2 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $584 | 1 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||