Position in FMS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$27,861
-$1,008 QoQ
Shares Held
1,235
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026CWM, LLC holds $29,994,317 across 41 Medical Care Facilities names. FMS ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
56,761 | $10,711,368 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
16,272 | $7,700,561 | |
| 3 | UHS |
Universal Health Services Inc
|
13,526 | $2,420,748 | |
| 4 | CHE |
Chemed Corp
|
4,530 | $1,711,162 | |
| 5 | HCSG |
Healthcare Services Group Inc
|
68,024 | $1,261,845 | |
| 6 | DVA |
Davita Inc.
|
6,999 | $1,075,676 | |
| 7 | NHC |
National Healthcare Corp
|
6,282 | $1,003,235 | |
| 8 | AMN |
Amn Healthcare Services Inc
|
43,536 | $798,450 |
All Filings in FMS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,861 | 1,235 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,869 | 1,212 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $34,781 | 1,321 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $33,826 | 1,184 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,743 | 1,315 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $31,197 | 1,378 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $30,096 | 1,413 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $28,768 | 1,507 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $26,510 | 1,375 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $29,370 | 1,410 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $29,768 | 1,382 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $38,455 | 1,607 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,254 | 1,329 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $17,908 | 1,096 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,612 | 1,753 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $24,017 | 963 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $24,754 | 735 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $22,722 | 700 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $21,782 | 524 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $19,325 | 524 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $21,777 | 524 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $22,259 | 524 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $22,678 | 524 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $17,187 | 524 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||