Position in EHC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,215,881
+$14,272,052 QoQ
Shares Held
2,267,668
+2.1% QoQ
Ownership
2.30%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#10
of 592 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Derivatives in EHC
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$515,554
PutShares
9,930
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $659,438,891 across 33 Medical Care Facilities names. EHC ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
This page
|
2,267,668 | $229,215,881 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
6,799,140 | $109,398,162 | |
| 3 | 4,943,691 | $81,620,338 | |||
| 4 | CMPS |
COMPASS Pathways plc
|
4,470,485 | $63,257,362 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
1,158,258 | $37,492,811 | |
| 6 | ENSG |
Ensign Group, Inc
|
156,731 | $25,123,979 | |
| 7 | AGL |
agilon health, inc.
|
125,713 | $13,473,919 | |
| 8 | ADUS |
Addus HomeCare Corp
|
113,896 | $11,443,131 |
All Filings in EHC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,215,881 | 2,267,668 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $214,943,829 | 2,222,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $85,436,968 | 804,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,226,519 | 505,641 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,806,991 | 504,012 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,248,591 | 170,306 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,918,974 | 302,317 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,709,965 | 121,171 | Shares | Sole | 2024-11-14 | |
| 2022-06-30 | $269,040 | 4,800 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $515,554 | 7,900 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $3,233,765 | 49,552 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $307,664 | 4,100 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $7,510,904 | 100,092 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,199,995 | 156,350 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $234,090 | 3,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $312,120 | 4,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $647,009 | 7,900 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $3,438,897 | 41,989 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $990,989 | 12,100 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $2,573,725 | 31,125 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $248,069 | 3,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $289,414 | 3,500 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $4,359,832 | 67,095 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,607,136 | 219,718 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,806,082 | 324,943 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||