Owls Nest Partners IA, LLC ENSG ENSIGN GROUP INC

Ownership history in Owls Nest Partners IA, LLC  ·  22 quarters on record

AI Ownership Summary

Owls Nest Partners IA, LLC reported ENSIGN GROUP INC (ENSG) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 19.5% in 2025 Q3. The latest visible filing shows ENSG at 15.88% 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 ENSG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Owls Nest Partners IA, LLC's position in ENSIGN GROUP INC, 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
2026 Q1

ENSG was reported at 15.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.5% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Owls Nest Partners IA, LLC held ENSG — position size vs. price
% of Fund (quarterly)    ENSG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25.0% -21.5% 225,228 -75,068 -25.0% 15.88% $45.4M 2026-05-14 $179.19
2025 Q4 REDUCED 26.0% +15.7% 300,296 -105,766 -26.0% 14.48% $52.3M 2026-02-13 $213.18
2025 Q3 ADDED 406,062 +1,427 +0.4% 19.50% $70.2M 2025-11-13 $177.10
2025 Q2 REDUCED 404,635 -20,835 -4.9% 14.78% $62.4M 2025-08-14 $165.76
2025 Q1 ADDED 425,470 +48,276 +12.8% 13.30% $55.1M 2025-05-15 $146.76
2024 Q4 ADDED 377,194 +4,667 +1.3% 11.12% $50.1M 2025-02-14 $127.71
2024 Q3 REDUCED 372,527 -6,507 -1.7% 13.67% $53.6M 2024-11-14 $145.27
2024 Q2 ADDED 379,034 +3,279 +0.9% 13.39% $46.9M 2024-08-14 $139.72
2024 Q1 ADDED 375,755 +12,306 +3.4% 12.38% $46.8M 2024-05-15 $118.83
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Owls Nest Partners IA, LLC and ENSG

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

How long has Owls Nest Partners IA, LLC reported owning ENSG?

Owls Nest Partners IA, LLC reported ENSG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ENSG position in Owls Nest Partners IA, LLC's portfolio?

The largest reported portfolio weight for ENSG was 19.50% in 2025 Q3.

What is the latest reported ENSG position on this page?

The most recent filing on this page is 2026 Q1, when Owls Nest Partners IA, LLC reported 225,228 shares, equal to 15.88% of portfolio, with an estimated market value of $45.4M.

What does the chart on this ENSG ownership page compare?

The chart compares Owls Nest Partners IA, LLC's quarterly ENSG 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.

How well did Owls Nest Partners IA, LLC time their ENSG position?

Based on 13F filing dates vs. subsequent ENSG price moves, Owls Nest Partners IA, LLC correctly timed 13 out of 21 reported position changes (62%). The annualised alpha on ENSG relative to SPY over the holding period was +0.4%.

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