Does The Ensign Group (ENSG) Have a Long Runway For Consolidation?
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 320 | $64,480 | +24% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $117.58 | 0 | $17.52 | 5,250 | 2024-04-30 | Filing | |
| $32.03 | 1,650 | $52,844.55 | 241,188 | 2020-03-13 | Filing | |
| $31.30 | 9,766 | $305,708.03 | 1,255,090 | 2020-03-13 | Filing | |
| $32.75 | 6,437 | $210,793.08 | 1,245,324 | 2020-03-12 | Filing | |
| $31.46 | 8,563 | $269,403.11 | 1,238,887 | 2020-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $199.97 | 392 | $78,388.24 | 9,295 | 2026-04-20 | Filing | |
| $196.60 | 100 | $19,660.00 | 3,400 | 2026-04-16 | Filing | |
| $196.65 | 700 | $137,655.00 | 22,152 | 2026-04-02 | Filing | |
| $213.02 | 700 | $149,114.00 | 22,852 | 2026-03-02 | Filing | |
| $204.92 | 67 | $13,729.71 | 14,340 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,057,995 | $414,685,892 | 2.75% | |
| 2. | 569,345 | $114,722,974 | 2.81% | |
| 3. | 183,872 | $37,050,211 | 0.05% | |
| 4. | 179,671 | $36,203,707 | 8.36% | |
| 5. | 119,251 | $24,029,077 | 0.13% |