Position in EHC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$408,490
-$11,293 QoQ
Shares Held
4,223
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $5,054,411 across 6 Medical Care Facilities names. EHC ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
14,796 | $2,792,153 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,944 | $919,978 | |
| 3 | FMS |
Fresenius Medical Care AG
|
28,097 | $633,868 | |
| 4 | EHC |
Encompass Health Corp
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|
4,223 | $408,490 | |
| 5 | SNDA |
Sonida Senior Living, Inc.
|
7,209 | $232,490 | |
| 6 | CMPS |
COMPASS Pathways plc
|
12,194 | $67,432 |
All Filings in EHC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,490 | 4,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $419,783 | 3,955 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $502,491 | 3,956 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $486,227 | 3,965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $400,461 | 3,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $212,497 | 2,301 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||