Position in CHE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,769,418
+$7,845,844 QoQ
Shares Held
18,829
+670.1% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 530 holders
Holding Since
Mar 2020
23 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 Jun 30, 2026MACKENZIE FINANCIAL CORP holds $282,328,004 across 20 Medical Care Facilities names. CHE ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
240,061 | $93,597,383 | |
| 2 | UHS |
Universal Health Services Inc
|
380,905 | $56,636,764 | |
| 3 | LFST |
LifeStance Health Group, Inc.
|
1,967,647 | $21,073,499 | |
| 4 | HCSG |
Healthcare Services Group Inc
|
856,834 | $21,043,843 | |
| 5 | THC |
Tenet Healthcare Corp
|
102,162 | $19,112,466 | |
| 6 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
2,107,505 | $18,061,317 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
885,967 | $14,255,209 | |
| 8 | AMN |
Amn Healthcare Services Inc
|
296,965 | $9,612,757 |
All Filings in CHE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,769,418 | 18,829 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $923,574 | 2,445 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,510,345 | 3,530 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,615,893 | 3,609 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,238,904 | 4,598 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,888,312 | 4,694 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,452,444 | 4,629 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $3,731,422 | 6,209 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,110,068 | 5,732 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,775,578 | 2,766 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,475,831 | 4,234 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,324,715 | 2,549 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,380,716 | 2,549 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $1,042,808 | 2,043 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $212,633 | 453 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $223,388 | 441 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $233,955 | 503 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $286,123 | 603 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $306,699 | 667 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $486,272 | 913 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $374,192 | 779 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $483,547 | 1,072 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $790,590 | 1,825 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||