EHC ENCOMPASS HEALTH CORP

Ownership history in BERNZOTT CAPITAL ADVISORS  ·  13 quarters on record

AI Ownership Summary

BERNZOTT CAPITAL ADVISORS reported ENCOMPASS HEALTH CORP (EHC) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.51% in 2024 Q3. The latest visible filing shows EHC at 2.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERNZOTT CAPITAL ADVISORS's position in ENCOMPASS HEALTH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EHC was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BERNZOTT CAPITAL ADVISORS held EHC — position size vs. price
% of Fund (quarterly)    EHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46,759 -1,051 -2.2% 2.36% $5.0M 2026-02-14 (Est.) $109.92
2025 Q3 REDUCED 47,810 -731 -1.5% 2.87% $6.1M 2025-10-28 $125.81
2025 Q2 REDUCED 48,541 -15,004 -23.6% 3.04% $6.0M 2025-07-30 $109.38
2025 Q1 REDUCED 63,545 -1,395 -2.1% 3.17% $6.4M 2025-05-05 $115.54
2024 Q4 REDUCED 64,940 -19,359 -23.0% 2.97% $6.0M 2025-01-15 $92.83
2024 Q3 ADDED 84,299 +591 +0.7% 3.51% $8.1M 2024-10-25 $92.51
2024 Q2 REDUCED 83,708 -9,562 -10.3% 3.31% $7.2M 2024-07-26 $90.52
2024 Q1 REDUCED 93,270 -7,396 -7.3% 3.05% $7.7M 2024-05-01 $81.75
2023 Q4 REDUCED 100,666 -27,997 -21.8% 2.62% $6.7M 2024-02-12 $72.43
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BERNZOTT CAPITAL ADVISORS and EHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BERNZOTT CAPITAL ADVISORS reported owning EHC?

BERNZOTT CAPITAL ADVISORS reported EHC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EHC position in BERNZOTT CAPITAL ADVISORS's portfolio?

The largest reported portfolio weight for EHC was 3.51% in 2024 Q3.

What is the latest reported EHC position on this page?

The most recent filing on this page is 2025 Q4, when BERNZOTT CAPITAL ADVISORS reported 46,759 shares, equal to 2.36% of portfolio, with an estimated market value of $5.0M.

What does the chart on this EHC ownership page compare?

The chart compares BERNZOTT CAPITAL ADVISORS's quarterly EHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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