Iron Triangle Partners’s Encompass Health EHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-708,454
Closed -$44M 27
2021
Q2
$44M Sell
708,454
-265,721
-27% -$16.5M 4.53% 10
2021
Q1
$63.5M Buy
974,175
+345,675
+55% +$22.5M 8.07% 1
2020
Q4
$41.3M Sell
628,500
-248,457
-28% -$16.3M 5.36% 6
2020
Q3
$45.3M Buy
876,957
+185,607
+27% +$9.59M 10.13% 1
2020
Q2
$34.1M Buy
691,350
+188,550
+38% +$9.29M 8.58% 1
2020
Q1
$25.6M Buy
502,800
+4,186
+0.8% +$213K 9.91% 1
2019
Q4
$27.5M Buy
+498,614
New +$27.5M 7.28% 3