Deerfield Management’s AdaptHealth AHCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.4M Buy
9,904,895
+193,485
+2% +$1.82M 1.7% 17
2025
Q1
$105M Hold
9,711,410
2.08% 13
2024
Q4
$92.5M Hold
9,711,410
1.75% 16
2024
Q3
$109M Sell
9,711,410
-3,546,530
-27% -$39.8M 1.63% 16
2024
Q2
$133M Hold
13,257,940
2.21% 10
2024
Q1
$153M Sell
13,257,940
-350,000
-3% -$4.03M 2.65% 6
2023
Q4
$99.2M Hold
13,607,940
1.83% 14
2023
Q3
$124M Buy
13,607,940
+2,513,026
+23% +$22.9M 2.73% 9
2023
Q2
$135M Buy
11,094,914
+500,000
+5% +$6.09M 2.88% 6
2023
Q1
$132M Buy
10,594,914
+2,968,000
+39% +$36.9M 2.94% 7
2022
Q4
$147M Sell
7,626,914
-596,622
-7% -$11.5M 3.03% 6
2022
Q3
$154M Sell
8,223,536
-2,927,261
-26% -$55M 3.07% 6
2022
Q2
$201M Sell
11,150,797
-499,275
-4% -$9.01M 4.15% 4
2022
Q1
$187M Buy
11,650,072
+1,424,627
+14% +$22.8M 4.18% 4
2021
Q4
$250M Buy
10,225,445
+2,121,653
+26% +$51.9M 5.25% 3
2021
Q3
$189M Buy
8,103,792
+750,000
+10% +$17.5M 3.68% 4
2021
Q2
$202M Buy
7,353,792
+5,075,921
+223% +$139M 3.58% 5
2021
Q1
$83.7M Buy
2,277,871
+471,539
+26% +$17.3M 1.76% 12
2020
Q4
$67.8M Buy
1,806,332
+95,658
+6% +$3.59M 1.34% 19
2020
Q3
$37.3M Buy
1,710,674
+321,333
+23% +$7.01M 0.91% 33
2020
Q2
$22.4M Sell
1,389,341
-15,810,547
-92% -$255M 0.65% 48
2020
Q1
$275M Hold
17,199,888
8.73% 1
2019
Q4
$189M Buy
+17,199,888
New +$189M 6.03% 2