AdaptHealth Corp. (NASDAQ:AHCO) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to today's AdaptHealth Fourth Quarter 2025 Earnings Release.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Deerfield Management James E. Flynn | 11,477,730 | $114,318,191 | 1.46% | |
| 2. | 4,039,500 | $40,233,420 | +3% | 0.21% | |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 3,757,557 | $37,425,268 | -18% | 0.19% |
| 4. | Iron Triangle Partners Kevin Molloy | 2,609,003 | $25,985,670 | +36% | 2.97% |
| 5. | Millennium Management Israel Englander | 552,677 | $5,504,663 | +197% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.73 | 689,336 | $6,707,170.35 | 15,864,871 | 2026-03-12 | Filing | |
| $9.73 | 536,827 | $5,222,306.74 | 15,175,535 | 2026-03-11 | Filing | |
| $9.73 | 820,528 | $7,982,670.75 | 14,638,708 | 2026-03-10 | Filing | |
| $8.96 | 8,000 | $71,680.00 | 104,235 | 2026-02-27 | Filing | |
| $8.91 | 5,000 | $44,550.00 | 107,097 | 2026-02-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.43 | 5,000 | $47,150.00 | 45,045 | 2025-12-04 | Filing | |
| $9.73 | 8,200 | $79,786.00 | 50,045 | 2025-08-22 | Filing | |
| $9.35 | 35,000 | $327,250.00 | 420,719 | 2024-12-10 | Filing | |
| $10.80 | 7,000 | $75,600.00 | 74,889 | 2024-11-13 | Filing | |
| $11.24 | 25,000 | $281,000.00 | 212,611 | 2024-09-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,692,014 | $156,292,459 | 0% | |
| 2. | 13,818,180 | $137,629,073 | 100% | |
| 3. | 11,768,599 | $117,215,246 | 0% | |
| 4. | 8,580,443 | $85,461,212 | 94.78% | |
| 5. | 8,100,785 | $80,683,871 | 2.42% |