AI Portfolio Summary
In 2025 Q4, SkyKnight Capital, L.P. maintained a portfolio of 3 distinct positions.
Total Positions
3
Quarter
2025 Q4
Top Holding
AHCO (94.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AHCO
ADAPTHEALTH COR...
|
Healthcare | 94.78% | 93.94% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
8,580,443 | $85,461,212 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LBTYA
LIBERTY GLOBAL ...
|
Communication Services | 3.67% | 4.31% |
#2
Prev: #2
|
1.5 | no change | no change |
P
S
|
300,000 | $3,312,000 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
LIBERTY GLOBAL ...
|
—
|
Unknown | 1.54% | 1.75% |
#3
Prev: #3
|
0.6 | no change | no change |
P
S
|
125,000 | $1,392,500 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-3 of 3 holdings