Position in SGRY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$537,889
-$3,277,735 QoQ
Shares Held
45,125
-81.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Derivatives in SGRY
reported options exposure · as of Sep 30, 2025CallValue
$13,849,600
CallShares
640,000
PutValue
$0
PutShares
0
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 Mar 31, 2026BARCLAYS PLC holds $743,918,650 across 42 Medical Care Facilities names. SGRY ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,248,315 | $590,752,588 | |
| 2 | EHC |
Encompass Health Corp
|
328,547 | $31,780,349 | |
| 3 | UHS |
Universal Health Services Inc
|
132,553 | $23,723,009 | |
| 4 | ENSG |
Ensign Group, Inc
|
108,415 | $21,845,622 | |
| 5 | LFST |
LifeStance Health Group, Inc.
|
2,765,692 | $17,617,456 | |
| 6 | DVA |
Davita Inc.
|
88,856 | $13,656,277 | |
| 7 | THC |
Tenet Healthcare Corp
|
64,342 | $12,141,976 | |
| 8 | CHE |
Chemed Corp
|
21,530 | $8,132,741 |
All Filings in SGRY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,889 | 45,125 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,815,624 | 246,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,849,600 | 640,000 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $7,401,572 | 342,032 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $6,207,637 | 279,246 | Shares | Sole | 2026-02-27 | |
| 2025-06-30 | $14,227,200 | 640,000 | Call | Sole | 2026-02-27 | |
| 2025-03-31 | $2,205,638 | 92,869 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $2,986,959 | 141,094 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $4,163,247 | 129,133 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $8,113,198 | 341,034 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $4,753,112 | 159,340 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $7,067,294 | 220,922 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $8,472,642 | 289,663 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $4,274,274 | 95,005 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $1,791,405 | 51,970 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $374,326 | 13,436 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $297,202 | 12,701 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $174,589 | 6,037 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $442,712 | 8,042 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,203,429 | 41,255 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $607,113 | 14,339 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $267,279 | 4,012 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $956,414 | 21,609 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,989 | 7,273 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $225,810 | 10,311 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $144,532 | 12,492 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $53,264 | 8,157 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||