Multiple Headwinds Hurt Option Care Health (OPCH)
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. | Taproot Management David Lin And Jason Beverage | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.69 | 24,154 | $499,671.38 | 73,383 | 2026-05-07 | Filing | |
| $21.41 | 36,610 | $783,772.51 | 450,000 | 2026-05-04 | Filing | |
| $20.16 | 16,225 | $327,074.91 | 98,337 | 2026-05-04 | Filing | |
| $21.18 | 12,500 | $264,706.25 | 695,152 | 2026-05-04 | Filing | |
| $25.98 | 38,000 | $987,392.00 | 413,390 | 2025-11-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.05 | 30,287 | $970,619.60 | 11,623 | 2026-02-27 | Filing | |
| $33.00 | 6,000 | $198,000.00 | 33,249 | 2026-02-27 | Filing | |
| $33.26 | 30,996 | $1,030,843.27 | 44,974 | 2025-02-28 | Filing | |
| $32.37 | 1,465 | $47,420.73 | 36,126 | 2024-09-03 | Filing | |
| $30.95 | 23,217 | $718,501.14 | 247,317 | 2024-08-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,132,614 | $44,720,916 | 0.03% | |
| 2. | 1,891,500 | $39,664,755 | 0.03% | |
| 3. | 1,352,995 | $28,372,305 | 0.14% | |
| 4. | 706,052 | $14,805,910 | 0.67% | |
| 5. | 650,568 | $13,642,411 | 0.38% |