Encompass Health Corp. (EHC) Declined in Q4 Despite Strong Fundamentals
Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 1,435,035 | $152,314,615 | +18% | 0.06% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,163,834 | $123,529,341 | +10% | 0.07% |
| 3. | Point72 Asset Management Steve Cohen | 695,567 | $73,827,481 | +165512% | 0.08% |
| 4. | AQR Capital Management Cliff Asness | 577,278 | $61,272,237 | -11% | 0.03% |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 469,514 | $49,834,216 | -4% | 0.19% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $83.73 | 2,000 | $167,460.00 | 17,050 | 2024-05-03 | Filing | |
| $54.67 | 1,830 | $100,046.10 | 10,546 | 2022-10-31 | Filing | |
| $66.48 | 1,000 | $66,480.00 | 3,436 | 2022-05-06 | Filing | |
| $56.61 | 354 | $20,039.94 | 5,258 | 2021-12-02 | Filing | |
| $60.76 | 8,083 | $491,123.08 | 191,740 | 2020-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $107.00 | 11,937 | $1,277,259.00 | 89,325 | 2026-03-09 | Filing | |
| $113.58 | 213 | $24,192.54 | 377,070 | 2026-02-11 | Filing | |
| $113.09 | 87,745 | $9,923,082.05 | 377,283 | 2026-02-11 | Filing | |
| $111.89 | 6,057 | $677,717.73 | 465,028 | 2026-02-11 | Filing | |
| $110.92 | 10,954 | $1,215,017.68 | 471,085 | 2026-02-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,308,857 | $1,094,182,135 | 0.02% | |
| 2. | 10,130,029 | $1,075,201,277 | 0.02% | |
| 3. | 4,972,725 | $527,805,000 | 0.08% | |
| 4. | 3,384,877 | $359,270,845 | 0.06% | |
| 5. | 3,087,890 | $327,748,645 | 0.01% |