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. | Quantinno Capital Hoon Kim | 74,575 | $7,538,064 | -6% | 0.01% |
| 2. | Hurley Capital Charles Goldblum | 21,491 | $2,172,280 | +24% | 1.13% |
| 3. | Prescott Group Capital Management Phil Frohlich | 19,753 | $1,996,633 | 0.17% | |
| 4. | EntryPoint Capital Michael Bleich | 8,113 | $820,062 | -33% | 0.2% |
| 5. | GAMCO Investors Mario Gabelli | 5,507 | $556,648 | +15% | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $125.38 | 18,869 | $2,365,795.22 | 50,508 | 2026-08-10 | Filing | |
| $126.06 | 1,579 | $199,048.74 | 267,814 | 2026-08-10 | Filing | |
| $125.46 | 171,569 | $21,525,046.74 | 269,393 | 2026-08-10 | Filing | |
| $125.95 | 8,906 | $1,121,710.70 | 75,041 | 2026-08-10 | Filing | |
| $107.28 | 1 | $107.28 | 69,377 | 2026-05-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,484,385 | $1,059,761,675 | 0.02% | |
| 2. | 3,185,798 | $322,020,462 | 0.01% | |
| 3. | 2,460,657 | $248,723,177 | 0.68% | |
| 4. | 1,890,743 | $191,163,529 | 0.01% | |
| 5. | 1,743,028 | $176,185,032 | 0.03% |