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Bernzott Capital Advisors’s Encompass Health EHC Stock Holding History

Bernzott Capital Advisors’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03M Buy
49,721
+3,063
+7% +$317K 2.01% 26
2026
Q1 		$4.51M Sell
46,658
-101
-0.2% -$10.4K 2.16% 28
2025
Q4 		$4.96M Sell
46,759
-1,051
-2% -$122K 2.36% 25
2025
Q3 		$6.07M Sell
47,810
-731
-2% -$87K 2.87% 22
2025
Q2 		$5.95M Sell
48,541
-15,004
-24% -$1.71M 3.04% 17
2025
Q1 		$6.44M Sell
63,545
-1,395
-2% -$136K 3.17% 14
2024
Q4 		$6M Sell
64,940
-19,359
-23% -$1.9M 2.97% 20
2024
Q3 		$8.15M Buy
84,299
+591
+0.7% +$53.1K 3.51% 9
2024
Q2 		$7.18M Sell
83,708
-9,562
-10% -$802K 3.31% 7
2024
Q1 		$7.7M Sell
93,270
-7,396
-7% -$542K 3.05% 16
2023
Q4 		$6.72M Sell
100,666
-27,997
-22% -$1.81M 2.62% 18
2023
Q3 		$8.64M Sell
128,663
-83,020
-39% -$5.71M 2.98% 6
2023
Q2 		$14.3M Sell
211,683
-62,019
-23% -$3.89M 3.09% 7
2023
Q1 		$14.8M Sell
273,702
-120,375
-31% -$7.01M 3.06% 7
2022
Q4 		$23.6M Buy
394,077
+125,487
+47% +$6.82M 3.05% 9
2022
Q3 		$12.1M Buy
+268,590
New +$13.4M 1.68% 29

Other funds holding EHC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Bernzott Capital Advisors's EHC Position: Q2 2026 in Review

Bernzott Capital Advisors increased its Encompass Health (EHC) stake by 6.6% in Q2 2026, buying an estimated $317K and bringing the position to 49,721 shares worth $5.03M. The position accounts for 2.01% of the portfolio, ranked #26.

Bernzott Capital Advisors first reported a position in EHC in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.6M in Q4 2022. 81 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Bernzott Capital Advisors held 49,721 shares of Encompass Health worth $5.03M as of Q2 2026.
  • Bernzott Capital Advisors bought 3,063 Encompass Health shares in Q2 2026, an estimated $317K.
  • Encompass Health made up 2.01% of Bernzott Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Bernzott Capital Advisors first reported a position in Encompass Health in Q3 2022 and has held it in 16 quarters since.
  • Bernzott Capital Advisors's Encompass Health position peaked at $23.6M in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.