Iron Triangle Partners’s AdaptHealth AHCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.1M	Buy	1,920,019 +305,974	+19%	+$2.89M	2.78%	14
2025 Q1	$17.5M	Buy	+1,614,045	New	+$17.5M	2.76%	17
2022 Q1	–	Sell	-700,000	Closed	-$17.1M	–	29
2021 Q4	$17.1M	Buy	+700,000	New	+$17.1M	2.39%	20