Waterloo Capital, L.P.

Position in CHE — Chemed Corp

CIK 1730942 Austin, TX

Position in CHE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,234,154

+$583,431 QoQ

Shares Held

4,797

+9.8% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#166

of 528 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Waterloo Capital, L.P. holds $6,626,100 across 3 Medical Care Facilities names. CHE ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVA	Davita Inc.	18,423	$4,098,749
2	CHE	Chemed Corp This page	4,797	$2,234,154
3	HCA	HCA Healthcare, Inc.	752	$293,197

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,234,154	4,797	+9.8%	Shares	Sole	2026-07-29
2026-03-31	$1,650,723	4,370	+27.4%	Shares	Sole	2026-05-12
2025-12-31	$1,467,131	3,429	-13.9%	Shares	Sole	2026-02-10
2025-09-30	$1,782,900	3,982	+7.8%	Shares	Sole	2025-11-05
2025-06-30	$1,798,232	3,693	+12.7%	Shares	Sole	2025-08-12
2025-03-31	$2,015,788	3,276	+18.0%	Shares	Sole	2025-05-12
2024-12-31	$1,470,724	2,776	+10.4%	Shares	Sole	2025-02-13
2024-09-30	$1,511,439	2,515	+6.4%	Shares	Sole	2024-11-14
2024-06-30	$1,282,659	2,364	+2.8%	Shares	Sole	2024-08-12
2024-03-31	$1,476,439	2,300	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$1,316,857	2,252	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$1,157,371	2,227	+18.1%	Shares	Sole	2023-11-14
2023-06-30	$1,021,589	1,886	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$1,014,734	1,887	+205.3%	Shares	Sole	2023-05-15
2020-03-31	$267,717	618	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.