BCM
SEM

Beartown Capital Management’s Select Medical SEM Stock Holding History

Beartown Capital Management’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200,000
Closed -$2.97M – 51
2025
Q4 		$2.97M Buy
+200,000
New +$2.83M 2.15% 12

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beartown Capital Management's SEM Position: Q1 2026 in Review

Beartown Capital Management sold out of Select Medical (SEM) in Q1 2026, closing a stake of 200,000 shares — an estimated $2.97M sold.

Beartown Capital Management first reported a position in SEM in Q4 2025 and held it in 1 quarter. The position peaked at $2.97M in Q4 2025. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.

  • Beartown Capital Management reported no remaining Select Medical position as of Q1 2026 after selling out during the quarter.
  • Beartown Capital Management sold 200,000 Select Medical shares in Q1 2026, an estimated $2.97M.
  • Beartown Capital Management first reported a position in Select Medical in Q4 2025 and held it in 1 quarter.
  • Beartown Capital Management's Select Medical position peaked at $2.97M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.

Based on Beartown Capital Management's 13F filing for Q1 2026, filed 14 May 2026.