PENN DAVIS MCFARLAND INC USPH — U S PHYSICAL THERAPY

Ownership history in PENN DAVIS MCFARLAND INC  ·  7 quarters on record

AI Ownership Summary

PENN DAVIS MCFARLAND INC reported U S PHYSICAL THERAPY (USPH) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows USPH at 0.22% 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.

What this USPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENN DAVIS MCFARLAND INC's position in U S PHYSICAL THERAPY, 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

USPH was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

USPH stock page PENN DAVIS MCFARLAND INC fund profile PENN DAVIS MCFARLAND INC full holdings
How PENN DAVIS MCFARLAND INC held USPH — position size vs. price
% of Fund (quarterly)    USPH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 29,713 -80 -0.3% 0.22% $2.2M 2026-04-21 $75.53
2025 Q4 ADDED — — — 29,793 +4 +0.0% 0.22% $2.3M 2026-01-16 $85.49
2025 Q3 REDUCED — — — 29,789 -300 -1.0% 0.26% $2.5M 2025-10-21 $88.53
2025 Q2 UNCHANGED — — — 30,089 — 0% 0.27% $2.4M 2025-07-15 $71.89
2025 Q1 UNCHANGED — — — 30,089 — 0% 0.26% $2.2M 2025-04-23 $67.15
2024 Q4 REDUCED — — — 30,089 -60 -0.2% 0.29% $2.7M 2025-01-16 $86.21
2024 Q3 INITIATED — — — 30,149 — — 0.29% $2.6M 2024-10-18 $81.89

🏢 Other funds also holding USPH

As of 2026 Q1 — sorted by position size

Boston Trust Walden Corp 3Y 7Y 0.25% Hodges Capital Management Inc. 3Y 7Y 0.23% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.2% Legacy Wealth Asset Management, LLC 3Y 0.16% CWC Advisors, LLC. 3Y 7Y 0.16% PERSONAL CFO SOLUTIONS, LLC 3Y 0.07% HARBOR CAPITAL ADVISORS, INC. 3Y 0.05% NBC SECURITIES, INC. 0.05% Conestoga Capital Advisors, LLC 3Y 7Y 0.02% HOWE & RUSLING INC 3Y 7Y 0.02%

FAQ About PENN DAVIS MCFARLAND INC and USPH

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

How long has PENN DAVIS MCFARLAND INC reported owning USPH?

PENN DAVIS MCFARLAND INC reported USPH across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported USPH position in PENN DAVIS MCFARLAND INC's portfolio?

The largest reported portfolio weight for USPH was 0.29% in 2024 Q4.

What is the latest reported USPH position on this page?

The most recent filing on this page is 2026 Q1, when PENN DAVIS MCFARLAND INC reported 29,713 shares, equal to 0.22% of portfolio, with an estimated market value of $2.2M.

What does the chart on this USPH ownership page compare?

The chart compares PENN DAVIS MCFARLAND INC's quarterly USPH 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 PENN DAVIS MCFARLAND INC time their USPH position?

Based on 13F filing dates vs. subsequent USPH price moves, PENN DAVIS MCFARLAND INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on USPH relative to SPY over the holding period was -17.2%.

← Back to PENN DAVIS MCFARLAND INC Holdings