Farallon Capital Management’s Encompass Health EHC Stock Holding History

Farallon Capital Management’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 Q1	$290K	Sell	3,000 -231,500	-99%	-$23.7M	﹤0.01%	122
2025 Q4	$24.9M	Sell	234,500 -336,500	-59%	-$39M	0.11%	67
2025 Q3	$72.5M	Sell	571,000 -137,000	-19%	-$16.3M	0.3%	50
2025 Q2	$86.8M	Buy	708,000 +89,000	+14%	+$10.2M	0.36%	47
2025 Q1	$62.7M	Buy	619,000 +158,000	+34%	+$15.4M	0.3%	51
2024 Q4	$42.6M	Buy	461,000 +458,000	+15,267%	+$45M	0.19%	62
2024 Q3	$290K	Hold	3,000	–	–	﹤0.01%	123
2024 Q2	$257K	Hold	3,000	–	–	﹤0.01%	122
2024 Q1	$248K	Hold	3,000	–	–	﹤0.01%	135
2023 Q4	$200K	Hold	3,000	–	–	﹤0.01%	131
2023 Q3	$201K	Sell	3,000 -97,000	-97%	-$6.67M	﹤0.01%	129
2023 Q2	$6.77M	Buy	+100,000	New	+$6.27M	0.03%	98

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Farallon Capital Management's EHC Position: Q1 2026 in Review

Farallon Capital Management reduced its Encompass Health (EHC) stake by 99% in Q1 2026, selling an estimated $23.7M and leaving 3,000 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Farallon Capital Management first reported a position in EHC in Q2 2023 and has held it in 12 quarters since. The position peaked at $86.8M in Q2 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Farallon Capital Management held 3,000 shares of Encompass Health worth $290K as of Q1 2026.
Farallon Capital Management sold 231,500 Encompass Health shares in Q1 2026, an estimated $23.7M.
Encompass Health made up ﹤0.01% of Farallon Capital Management's portfolio in Q1 2026, its #122 holding.
Farallon Capital Management first reported a position in Encompass Health in Q2 2023 and has held it in 12 quarters since.
Farallon Capital Management's Encompass Health position peaked at $86.8M in Q2 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Farallon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.