Position in HCA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$77,695,719
+$76,765,154 QoQ
Shares Held
199,276
+7299.8% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2
of 104 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Derivatives in HCA
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,020,594
PutShares
3,060
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, 2026Curated Wealth Partners LLC holds $138,723,878 across 8 Medical Care Facilities names. HCA ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
199,276 | $77,695,719 | |
| 2 | CHE |
Chemed Corp
|
95,000 | $44,245,300 | |
| 3 | EHC |
Encompass Health Corp
|
70,343 | $7,110,270 | |
| 4 | ACHC |
Acadia Healthcare Company, Inc.
|
165,000 | $4,872,450 | |
| 5 | ENSG |
Ensign Group, Inc
|
15,314 | $2,454,834 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
|
35,000 | $1,041,250 | |
| 7 | CCRN |
Cross Country Healthcare Inc
|
70,000 | $924,700 | |
| 8 | ASTH |
Astrana Health, Inc.
|
8,174 | $379,355 |
All Filings in HCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,695,719 | 199,276 | Shares | Other | 2026-07-13 | |
| 2025-03-31 | $930,565 | 2,693 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $808,303 | 2,693 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $1,104,676 | 2,718 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $870,668 | 2,710 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,020,594 | 3,060 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $866,175 | 3,200 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $725,886 | 2,951 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $894,051 | 2,946 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $217,008 | 823 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $226,521 | 944 | Shares | Other | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||