Position in SEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$81,620,338
+$81,620,338 QoQ
Shares Held
4,943,691
+1181.4% QoQ
Ownership
3.99%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5
of 237 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEM Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $659,438,891 across 33 Medical Care Facilities names. SEM ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
2,267,668 | $229,215,881 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
6,799,140 | $109,398,162 | |
| 3 | SEM |
Select Medical Holdings Corp
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|
4,943,691 | $81,620,338 | |
| 4 | CMPS |
COMPASS Pathways plc
|
4,470,485 | $63,257,362 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
1,158,258 | $37,492,811 | |
| 6 | ENSG |
Ensign Group, Inc
|
156,731 | $25,123,979 | |
| 7 | AGL |
agilon health, inc.
|
125,713 | $13,473,919 | |
| 8 | ADUS |
Addus HomeCare Corp
|
113,896 | $11,443,131 |
All Filings in SEM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,620,338 | 4,943,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | — | 385,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 366,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | — | 187,186 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | — | 20,030 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | — | 33,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | — | 7,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | — | 181,015 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | — | 300,939 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 135,770 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 32,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | — | 26,900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | — | 13,800 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | — | 37,582 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | — | 31,819 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | — | 67,426 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||