Position in FMS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$384
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 232 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LRI Investments, LLC holds $79,597 across 12 Medical Care Facilities names. FMS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
84 | $32,750 | |
| 2 | DVA |
Davita Inc.
|
98 | $21,802 | |
| 3 | ENSG |
Ensign Group, Inc
|
129 | $20,678 | |
| 4 | THC |
Tenet Healthcare Corp
|
7 | $1,309 | |
| 5 | UHS |
Universal Health Services Inc
|
7 | $1,040 | |
| 6 | EHC |
Encompass Health Corp
|
7 | $707 | |
| 7 | CHE |
Chemed Corp
|
1 | $465 | |
| 8 | FMS |
Fresenius Medical Care AG
This page
|
17 | $384 |
All Filings in FMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384 | 17 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||