Position in MED
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$92,056
+$16,325 QoQ
Shares Held
9,034
+27.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MED Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $32,767,687 across 8 Personal Services names. MED ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
301,173 | $24,849,784 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
60,501 | $4,968,947 | |
| 3 | HRB |
H&R Block Inc
|
39,610 | $1,257,221 | |
| 4 | ROL |
Rollins Inc
|
22,675 | $1,211,071 | |
| 5 | FTDR |
Frontdoor, Inc.
|
6,814 | $360,188 | |
| 6 | MED |
Medifast Inc
This page
|
9,034 | $92,056 | |
| 7 | CSV |
Carriage Services Inc
|
622 | $28,400 | |
| 8 | TRNR |
Interactive Strength, Inc.
|
2 | $20 |
All Filings in MED
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,056 | 9,034 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $75,731 | 7,091 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $216,655 | 15,849 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $104,770 | 7,457 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,124 | 1,122 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $106,794 | 6,061 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $153,234 | 8,006 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $102,204 | 4,684 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $38,128 | 995 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $38,046 | 566 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $39,745 | 531 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,114 | 164 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $20,215 | 195 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $21,224 | 184 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,826 | 63 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,206 | 51 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,878 | 11 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,979 | 19 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||