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Caption Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1706766 OKLAHOMA CITY, OK

Position in ELV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,873,600
+$1,119,918 QoQ
Shares Held
6,400
+197.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Derivatives in ELV

reported options exposure · as of Mar 31, 2026
CallValue
$30,153,250
CallShares
103,000
PutValue
$4,830,375
PutShares
16,500

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 Healthcare Plans

Healthcare · as of Mar 31, 2026

Caption Management, LLC holds $21,912,207 across 5 Healthcare Plans names. ELV ranks #4 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ELV
Elevance Health, Inc.
This page
6,400 $1,873,600

All Filings in ELV

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,830,375 16,500
2026-03-31 $30,153,250 103,000
2026-03-31 $1,873,600 6,400
2025-12-31 $2,629,125 7,500
2025-12-31 $753,682 2,150
2025-09-30 $1,017,828 3,150
2025-09-30 $2,423,400 7,500
2024-12-31 $3,689,000 10,000
2024-12-31 $2,606,278 7,065
2024-12-31 $3,689,000 10,000
2024-06-30 $8,669,760 16,000
2024-06-30 $162,558 300
2021-06-30 $8,781,400 23,000
2020-06-30 $9,861,750 37,500
2020-06-30 $6,574,500 25,000
2020-06-30 $4,996,620 19,000