Is Encompass Health (EHC) an Attractive Long-Term Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sivik Global Healthcare Krishen Sud | 15,000 | $1,451 | 1.1% |
| 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 |
|---|---|---|---|---|---|---|
| $107.28 | 1 | $107.28 | 69,377 | 2026-05-15 | Filing | |
| $106.83 | 27,693 | $2,958,443.19 | 69,378 | 2026-05-15 | Filing | |
| $104.56 | 682 | $71,309.92 | 24,755 | 2026-05-11 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 435,362 | $44,008,230 | 1% | |
| 2. | 406,121 | $41,050,742 | 0.25% | |
| 3. | 234,563 | $23,709,628 | 0.12% | |
| 4. | 183,000 | $18,497,640 | 1.07% | |
| 5. | 49,721 | $5,025,840 | 2.01% |