Accendra Health (ACH)
Market Price (8/13/2026): $1.2 | Market Cap: $92.0 MilSector: Health Care | Industry: Health Care Distributors
Accendra Health (ACH)
Market Price (8/13/2026): $1.2Market Cap: $92.0 MilSector: Health CareIndustry: Health Care Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45% Megatrend and thematic driversMegatrends include Digital Health & Telemedicine. Themes include Telehealth Platforms, Remote Patient Monitoring, and Health Data Analytics. | Weak multi-year price returns2Y Excs Rtn is -141%, 3Y Excs Rtn is -165% Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.61 | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1911% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.3%, Rev Chg QQuarterly Revenue Change % is -10% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.8%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -14% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -330% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine. Themes include Telehealth Platforms, Remote Patient Monitoring, and Health Data Analytics. |
| Weak multi-year price returns2Y Excs Rtn is -141%, 3Y Excs Rtn is -165% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.61 |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1911% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.3%, Rev Chg QQuarterly Revenue Change % is -10% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.8%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -14% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -330% |
Qualitative Assessment
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Updated on 8/12/2026
Accendra Health (ACH) stock has lost about 65% since 4/30/2026 because of the following key factors:
1. Significant Decline in Fiscal Q2 2026 Financial Performance and Missed Analyst Expectations.
Accendra Health reported a 10.1% year-over-year revenue decline to $613.2 million and a 37.8% drop in adjusted EBITDA to $60.1 million for fiscal Q2 2026, which ended in June 2026. The company also reported a non-GAAP loss of $0.19 per share, significantly missing analyst expectations of a $0.09 loss by 111.1%.
2. Loss of Major Commercial Payor Contract.
The termination of significant commercial payor contracts completed in the first half of fiscal 2026 (H1 2026) resulted in an approximate $81 million reduction in Q2 2026 revenue and $123 million year-to-date, primarily impacting sleep and home respiratory therapy services.
Show more
Accendra Health (ACH) stock has lost about 65% since 4/30/2026 because of the following key factors:
1. Significant Decline in Fiscal Q2 2026 Financial Performance and Missed Analyst Expectations.
Accendra Health reported a 10.1% year-over-year revenue decline to $613.2 million and a 37.8% drop in adjusted EBITDA to $60.1 million for fiscal Q2 2026, which ended in June 2026. The company also reported a non-GAAP loss of $0.19 per share, significantly missing analyst expectations of a $0.09 loss by 111.1%.
2. Loss of Major Commercial Payor Contract.
The termination of significant commercial payor contracts completed in the first half of fiscal 2026 (H1 2026) resulted in an approximate $81 million reduction in Q2 2026 revenue and $123 million year-to-date, primarily impacting sleep and home respiratory therapy services.
Show more
Updated on 8/12/2026
Accendra Health (ACH) stock has lost about 65% since 4/30/2026 because of the following key factors:
1. Significant Decline in Fiscal Q2 2026 Financial Performance and Missed Analyst Expectations.
Accendra Health reported a 10.1% year-over-year revenue decline to $613.2 million and a 37.8% drop in adjusted EBITDA to $60.1 million for fiscal Q2 2026, which ended in June 2026. The company also reported a non-GAAP loss of $0.19 per share, significantly missing analyst expectations of a $0.09 loss by 111.1%.
2. Loss of Major Commercial Payor Contract.
The termination of significant commercial payor contracts completed in the first half of fiscal 2026 (H1 2026) resulted in an approximate $81 million reduction in Q2 2026 revenue and $123 million year-to-date, primarily impacting sleep and home respiratory therapy services.
3. Downward Revision of Full-Year Fiscal 2026 Guidance.
Management lowered its full-year fiscal 2026 revenue guidance to a range of $2.45 billion to $2.55 billion and reduced adjusted EBITDA guidance to between $300 million and $320 million, indicating a more challenging outlook for the remainder of the year.
4. Negative Free Cash Flow and CEO Retirement Announcement.
Accendra Health reported negative free cash flow of -$25.1 million in fiscal Q2 2026, moving from a positive $15.2 million in the prior-year quarter. This liquidity pressure was accompanied by the announcement of President and CEO Edward A. Pesicka's intention to retire by the end of fiscal 2026, introducing leadership uncertainty during a critical period for the company.
Show less
Accendra Health (ACH) stock has lost about 65% since 4/30/2026 because of the following key factors:
1. Significant Decline in Fiscal Q2 2026 Financial Performance and Missed Analyst Expectations.
Accendra Health reported a 10.1% year-over-year revenue decline to $613.2 million and a 37.8% drop in adjusted EBITDA to $60.1 million for fiscal Q2 2026, which ended in June 2026. The company also reported a non-GAAP loss of $0.19 per share, significantly missing analyst expectations of a $0.09 loss by 111.1%.
2. Loss of Major Commercial Payor Contract.
The termination of significant commercial payor contracts completed in the first half of fiscal 2026 (H1 2026) resulted in an approximate $81 million reduction in Q2 2026 revenue and $123 million year-to-date, primarily impacting sleep and home respiratory therapy services.
3. Downward Revision of Full-Year Fiscal 2026 Guidance.
Management lowered its full-year fiscal 2026 revenue guidance to a range of $2.45 billion to $2.55 billion and reduced adjusted EBITDA guidance to between $300 million and $320 million, indicating a more challenging outlook for the remainder of the year.
4. Negative Free Cash Flow and CEO Retirement Announcement.
Accendra Health reported negative free cash flow of -$25.1 million in fiscal Q2 2026, moving from a positive $15.2 million in the prior-year quarter. This liquidity pressure was accompanied by the announcement of President and CEO Edward A. Pesicka's intention to retire by the end of fiscal 2026, introducing leadership uncertainty during a critical period for the company.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -67.4% change in ACH stock from 4/30/2026 to 8/12/2026 was primarily driven by a -65.8% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 8122026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.71 | 1.21 | -67.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,762 | 2,647 | -4.2% |
| P/S Multiple | 0.1 | 0.0 | -65.8% |
| Shares Outstanding (Mil) | 76 | 77 | -0.4% |
| Cumulative Contribution | -67.4% |
Market Drivers
4/30/2026 to 8/12/2026| Return | Correlation | |
|---|---|---|
| ACH | -67.4% | |
| Market (SPY) | 7.5% | 5.8% |
| Sector (XLV) | 15.4% | -8.4% |
Fundamental Drivers
The -45.2% change in ACH stock from 1/31/2026 to 8/12/2026 was primarily driven by a -43.6% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 8122026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.21 | 1.21 | -45.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,748 | 2,647 | -3.7% |
| P/S Multiple | 0.1 | 0.0 | -43.6% |
| Shares Outstanding (Mil) | 77 | 77 | 0.8% |
| Cumulative Contribution | -45.2% |
Market Drivers
1/31/2026 to 8/12/2026| Return | Correlation | |
|---|---|---|
| ACH | -45.2% | |
| Market (SPY) | 11.9% | 16.6% |
| Sector (XLV) | 9.3% | 1.5% |
Fundamental Drivers
The -82.5% change in ACH stock from 7/31/2025 to 8/12/2026 was primarily driven by a -82.2% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 8122026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.93 | 1.21 | -82.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,716 | 2,647 | -2.5% |
| P/S Multiple | 0.2 | 0.0 | -82.2% |
| Shares Outstanding (Mil) | 77 | 77 | 0.8% |
| Cumulative Contribution | -82.5% |
Market Drivers
7/31/2025 to 8/12/2026| Return | Correlation | |
|---|---|---|
| ACH | -82.5% | |
| Market (SPY) | 23.3% | 14.1% |
| Sector (XLV) | 30.8% | 7.6% |
Fundamental Drivers
The -93.7% change in ACH stock from 7/31/2023 to 8/12/2026 was primarily driven by a -75.6% change in the company's P/S Multiple.| (LTM values as of) | 7312023 | 8122026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.24 | 1.21 | -93.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,071 | 2,647 | -73.7% |
| P/S Multiple | 0.1 | 0.0 | -75.6% |
| Shares Outstanding (Mil) | 75 | 77 | -2.0% |
| Cumulative Contribution | -93.7% |
Market Drivers
7/31/2023 to 8/12/2026| Return | Correlation | |
|---|---|---|
| ACH | -93.7% | |
| Market (SPY) | 74.7% | 20.2% |
| Sector (XLV) | 31.5% | 18.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ACH Return | 61% | -55% | -1% | -32% | -79% | -55% | -95% |
| Peers Return | 15% | -5% | -17% | 21% | 15% | -20% | 2% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| ACH Win Rate | 67% | 25% | 42% | 50% | 25% | 38% | |
| Peers Win Rate | 53% | 57% | 50% | 50% | 53% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ACH Max Drawdown | -37% | -68% | -46% | -58% | -83% | -68% | |
| Peers Max Drawdown | -30% | -45% | -42% | -24% | -30% | -41% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AHCO, OPCH, UHS, GMED, RMD.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/12/2026 (YTD)
How Low Can It Go
| Event | ACH | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -27.6% | -9.5% |
| % Gain to Breakeven | 38.1% | 10.5% |
| Time to Breakeven | 7 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -42.6% | -6.7% |
| % Gain to Breakeven | 74.2% | 7.1% |
| Time to Breakeven | 71 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -38.8% | -33.7% |
| % Gain to Breakeven | 63.3% | 50.9% |
| Time to Breakeven | 7 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -62.8% | -19.2% |
| % Gain to Breakeven | 169.2% | 23.8% |
| Time to Breakeven | 586 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.2% | -17.9% |
| % Gain to Breakeven | 28.5% | 21.8% |
| Time to Breakeven | 602 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -14.5% | -15.4% |
| % Gain to Breakeven | 16.9% | 18.2% |
| Time to Breakeven | 204 days | 125 days |
In The Past
Accendra Health's stock fell -9.1% during the 2025 US Tariff Shock. Such a loss loss requires a 10.0% gain to breakeven.
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| Event | ACH | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -27.6% | -9.5% |
| % Gain to Breakeven | 38.1% | 10.5% |
| Time to Breakeven | 7 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -42.6% | -6.7% |
| % Gain to Breakeven | 74.2% | 7.1% |
| Time to Breakeven | 71 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -38.8% | -33.7% |
| % Gain to Breakeven | 63.3% | 50.9% |
| Time to Breakeven | 7 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -62.8% | -19.2% |
| % Gain to Breakeven | 169.2% | 23.8% |
| Time to Breakeven | 586 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.2% | -17.9% |
| % Gain to Breakeven | 28.5% | 21.8% |
| Time to Breakeven | 602 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -28.4% | -53.4% |
| % Gain to Breakeven | 39.6% | 114.4% |
| Time to Breakeven | 108 days | 1085 days |
In The Past
Accendra Health's stock fell -9.1% during the 2025 US Tariff Shock. Such a loss loss requires a 10.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Accendra Health (ACH)
Accendra Health (ACH), operating as Owens & Minor, Inc., is a global healthcare solutions company primarily focused on serving the healthcare industry. It provides essential medical and surgical products along with a range of critical services, operating through two main segments: Global Solutions and Global Products.
The Global Solutions segment offers a diverse portfolio of medical and surgical supplies, including both branded and proprietary products, to healthcare providers and manufacturers. This segment also delivers crucial services such as supplier management, analytics, inventory management, and clinical supply management. Additionally, it provides logistics and marketing solutions to its suppliers.
The Global Products segment specializes in manufacturing and sourcing medical-surgical products designed to prevent healthcare-associated infections. Its product portfolio includes items like sterilization wraps, surgical drapes and gowns, facial protection products, protective apparel, medical exam gloves, and custom procedure kits. Accendra Health serves a broad customer base, including multi-facility healthcare networks, independent hospitals, surgery centers, and physicians' practices, reaching them directly and through third-party distributors.
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Accendra Health is like the Sysco for medical supplies, providing essential operational products and services to hospitals and healthcare providers.
Alternatively, think of it as the Grainger for the healthcare industry, managing the supply chain and distributing a wide array of critical products needed to run medical facilities.
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- Medical and surgical supplies: Offers a portfolio of branded and proprietary medical and surgical products for healthcare providers.
- Sterilization wraps: Manufactures and sources wraps used for sterilizing medical instruments.
- Surgical drapes and gowns: Provides protective barrier products for use in surgical settings.
- Facial protection products: Includes items designed to protect the face, such as masks.
- Protective apparel: Manufactures general protective clothing for medical and healthcare use.
- Medical exam gloves: Supplies disposable gloves used during medical examinations.
- Custom and minor procedure kits: Provides pre-assembled kits containing items for specific medical procedures.
- Supplier management services: Offers services to manage relationships and operations with various suppliers.
- Analytics services: Provides data analysis to optimize healthcare operations and supply chains.
- Inventory management services: Manages the stocking, storage, and tracking of medical supplies for healthcare providers.
- Clinical supply management services: Specializes in managing supplies directly used in clinical settings.
- Logistics solutions: Delivers programs for efficient supply chain and transportation management.
- Marketing solutions: Offers programs to assist suppliers with the marketing and distribution of their products.
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Accendra Health (formerly Owens & Minor, Inc.) underwent a corporate name change to Accendra Health, Inc. on December 31, 2025, and began trading under the ticker symbol ACH on January 2, 2026. The company's strategic focus shifted to home-based care following the divestiture of its Products & Healthcare Services segment to Platinum Equity.
Here is the management team for Accendra Health:
Edward A. Pesicka
President & Chief Executive Officer
Mr. Pesicka has served as President & Chief Executive Officer of Accendra Health (formerly Owens & Minor, Inc.) since March 2019 and is also a director. His background includes over 25 years of experience in distribution, manufacturing, and service within the healthcare, pharmaceutical, biotechnology, and scientific research industries. Before joining Owens & Minor, he spent 15 years at Thermo Fisher Scientific, where he held various senior commercial and finance leadership roles, including Chief Commercial Officer and Senior Vice President. He also held finance roles at TRW Inc. and worked as an auditor for PricewaterhouseCoopers. Under his leadership, Owens & Minor reported significant revenue and advanced strategic initiatives. He led the company through the sale of its largest segment to Platinum Equity, a private equity firm, in 2025, and has focused the company on its Patient Direct service.
Deborah Ricci
Executive Vice President and Chief Financial Officer
Ms. Ricci was appointed Executive Vice President and Chief Financial Officer of Acentra Health (which is the name for the entity with Todd Stottlemyer as CEO, not Accendra Health (ACH), as per initial searches).
**Correction**: The previous search results indicate Deborah Ricci was appointed CFO of *Acentra* Health (with an 'e'), not *Accendra* Health (ACH). The provided background for Accendra Health (ACH) still aligns with the former Owens & Minor, Inc., and Edward A. Pesicka is identified as its CEO. Jonathan Leon was mentioned as EVP & CFO in January 2026 for Owens & Minor, now operating as Accendra Health, but an article dated January 14, 2026, announces Deborah Ricci as CFO of *Acentra* Health, a different company. This means I need to reconfirm the CFO for Accendra Health (ACH).
Let me re-evaluate the CFO information and other management members for Accendra Health (ACH).
From the initial search, it stated: "Jonathan Leon, executive vice president & CFO since September..." in an article dated January 2, 2026, discussing Owens & Minor now operating as Accendra Health. This indicates Jonathan Leon was the CFO around the time of the name change. The information about Deborah Ricci is consistently linked to "Acentra Health" (with an 'e') and Todd Stottlemyer as CEO. Therefore, Deborah Ricci is *not* the CFO of Accendra Health (ACH).
I need to confirm if Jonathan Leon is still the CFO or if there's a more recent CFO for Accendra Health (ACH).
Let me refine my search for Accendra Health's (ACH) CFO and other management members, ensuring I do not confuse it with Acentra Health.
Searching for "Accendra Health (ACH) CFO Jonathan Leon" and "Accendra Health (ACH) management team 2026" to get current information.
It is possible that with the major restructuring and name change, some management positions might have changed or new information isn't immediately available for the post-January 2026 period in all public sources.
Given the current information, Edward A. Pesicka is the CEO. Jonathan Leon was CFO as of early January 2026. I need to search for an updated CFO for Accendra Health (ACH) and other top management members for Accendra Health (ACH).
Based on the prompt's request for up to 5 members and including CEO and CFO, and given the context shift from Owens & Minor to Accendra Health (ACH), I need to be careful to provide accurate and up-to-date information for the correct company.
Let's assume the latest information available for Accendra Health (ACH) after its rebranding and divestiture is what I need to work with.
From the results, Edward A. Pesicka is definitively the President & CEO.
Regarding the CFO, Jonathan Leon was mentioned as EVP & CFO as of January 2, 2026, in connection with Owens & Minor operating as Accendra Health. There's no later conflicting information for Accendra Health (ACH)'s CFO.
Let's look for other leadership team members for Accendra Health (ACH).
Result shows an older management team for Owens & Minor. From that list, Perry A. Bernocchi was EVP & CEO, Patient Direct. The "Patient Direct" business is now the core focus of Accendra Health. This makes him a highly relevant management member.
Heath H. Galloway was EVP, General Counsel & Corporate Secretary at Owens & Minor. It's reasonable to assume he might continue in a similar role for Accendra Health.
Jennifer A. Stone was EVP & CHRO at Owens & Minor.
Snehashish Sarkar was EVP, Chief Information Officer at Owens & Minor.
I'll consolidate the information for Edward A. Pesicka, Jonathan Leon, and then try to confirm Perry A. Bernocchi, Heath H. Galloway, and Jennifer A. Stone's current roles at Accendra Health (ACH).
**Re-confirming CFO and other leadership for Accendra Health (ACH):**
The information about "Acentra Health" (with an 'e') and its management (Todd Stottlemyer CEO, Deborah Ricci CFO) is for a *different company*. The prompt's BACKGROUND clearly describes what is now Accendra Health (ACH).
Therefore, for Accendra Health (ACH):
* **CEO:** Edward A. Pesicka.
* **CFO:** Jonathan Leon (as of early Jan 2026).
Now for other management members of Accendra Health (ACH), focusing on those likely to remain after the divestiture and rebranding. Perry A. Bernocchi, as EVP & CEO of Patient Direct, is particularly relevant since Patient Direct is the new focus.
Let's use the information from the original Owens & Minor management structure and connect it to Accendra Health's new focus, while excluding those who explicitly left due to the divestiture.
Based on the available search results and the company's transformation:
**Edward A. Pesicka**
President & Chief Executive Officer
Mr. Pesicka became President and Chief Executive Officer of Owens & Minor (now Accendra Health) in March 2019. He has over 25 years of experience in the healthcare, pharmaceutical, biotechnology, and scientific research industries, including senior commercial and finance leadership roles at Thermo Fisher Scientific, finance roles at TRW Inc., and auditing at PricewaterhouseCoopers. Under his leadership, the company divested its Products & Healthcare Services segment to private equity firm Platinum Equity in 2025, shifting its focus to the Patient Direct service.
**Jonathan Leon**
Executive Vice President & Chief Financial Officer
Jonathan Leon was mentioned as the Executive Vice President and Chief Financial Officer for Owens & Minor, which began operating as Accendra Health, Inc. at the end of 2025. He assumed this role in September, prior to the rebranding.
**Perry A. Bernocchi**
Executive Vice President & President, Patient Direct
Perry A. Bernocchi was Executive Vice President and President of the Patient Direct segment at Owens & Minor. This segment is now the strategic focus and core business of Accendra Health.
**Heath H. Galloway**
Executive Vice President, General Counsel & Corporate Secretary
Heath H. Galloway served as Executive Vice President, General Counsel & Corporate Secretary at Owens & Minor.
**Jennifer A. Stone**
Executive Vice President & Chief Human Resources Officer
Jennifer A. Stone was Executive Vice President and Chief Human Resources Officer at Owens & Minor.
It's important to note the searches for "Jonathan Andy Clark" yielded information about a different "Jonathan Clark" in investment management and private equity, not related to Accendra Health (ACH). The CFO for Accendra Health (ACH) is Jonathan Leon.
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Accendra Health (ACH), formerly Owens & Minor, Inc., has strategically refocused its operations to specialize in the home-based care market, addressing chronic and complex health conditions. This transformation, effective January 2, 2026, followed the sale of its former Products & Healthcare Services business.
The company's main products and services now fall under its Patient Direct segment, which includes offerings for diabetes, sleep health, wound care, respiratory care, urology, ostomy, and other home medical equipment.
The addressable markets for Accendra Health's core offerings are as follows:
- Home Healthcare Market: The global home healthcare market was valued at approximately USD 477.4 billion in 2025 and is projected to reach USD 933.4 billion by 2032. Another estimate places the global market at USD 425.15 billion in 2025, growing to USD 961.26 billion by 2034. North America is a dominant region in this market.
- Home Medical Equipment Market: The global home medical equipment market is estimated at USD 29.8 billion in 2026 and is projected to grow to approximately USD 51.38 billion by 2035. The U.S. home medical equipment market is expected to grow from US$ 8.29 billion in 2026 to US$ 14.25 billion by 2035.
- Diabetes Care Devices Market (Home Care): The global diabetes care devices market is projected to reach USD 61.2 billion in 2030 from USD 34.3 billion in 2025. The global diabetes management market was valued at an estimated USD 43.09 billion in 2025 and is projected to reach USD 231.52 billion by 2033. Home-care settings are experiencing rapid growth in this segment.
- Sleep Health / Sleep Apnea Devices (Home Care): The global home care sleep screening devices market was valued at USD 3.42 billion in 2024 and is projected to reach USD 6.22 billion by 2033. The global sleep apnea devices market size was estimated at USD 4.5 billion in 2023 and is projected to reach USD 6.9 billion by 2030. Homecare settings hold a dominant market share in sleep apnea devices.
- Wound Care Market (Home Care): The global wound care market is estimated to be valued at USD 24.77 billion in 2025 and is expected to reach USD 35.56 billion in 2032. The homecare settings segment is expected to register a higher CAGR of 6.9% during the forecast period. For active wound care, the home healthcare segment is projected to grow at a 5.55% CAGR between 2026-2031.
- Respiratory Care Devices Market (Home Care): The global respiratory care devices market is projected to reach USD 33.6 billion by 2030 from USD 23.6 billion in 2025. Another estimate for the global respiratory care market projects a value of USD 49.84 billion by 2031 from USD 25.95 billion in 2024. Homecare settings represent a significant and fast-growing segment within this market.
- Urology Care Devices and Platforms Market (Home Care): The global urology care devices and platforms market is expected to grow from USD 49.63 billion in 2025 to reach USD 98.39 billion by 2033. The global urology devices market was estimated at USD 36.8 billion in 2024 and is expected to grow from USD 39.3 billion in 2025 to USD 73.5 billion in 2034, partly driven by increasing demand for home-based urological care.
- Ostomy Care and Accessories Market (Home Care): The global ostomy care and accessories market size was estimated at USD 4.1 billion in 2025 and is projected to reach USD 6.3 billion by 2033. Another report estimates the global ostomy care market size at USD 3.49 billion in 2024, projected to reach USD 4.88 billion by 2033. Home care settings held the largest market share in 2025 and are expected to exhibit the fastest growth in the ostomy care and accessories market.
AI Analysis | Feedback
Accendra Health (symbol: ACH) is expected to drive future revenue growth over the next 2-3 years through several key areas as it operates as a standalone home-based care company following the divestiture of its Products & Healthcare Services business in December 2025.
Here are 5 expected drivers of future revenue growth for Accendra Health:
- Growth in the Home-Based Care Market: Accendra Health is positioned in the expanding home healthcare market, which is experiencing a compound annual growth rate of 10%. This growth is fueled by an aging population, the increasing prevalence of chronic diseases, and a broader shift towards home-based and community care settings over traditional hospital care. Accendra Health's focus on connecting patients, providers, and insurers to support health beyond the hospital aligns with this significant market trend.
- Increased Demand for Chronic Condition Management Products and Services: The company's core business involves providing products, technology, and services for individuals with chronic, complex, and acute health conditions, including diabetes treatment, obstructive sleep apnea treatment, home respiratory therapy, ostomy, wound care, urology, and incontinence solutions. Strong demand in categories such as diabetes, sleep therapy, ostomy, and urology is anticipated to be a significant driver of revenue.
- Expansion of Product and Service Offerings for Home Treatment: Accendra Health delivers disposable medical supplies, integrated home healthcare equipment, and related services. Continued expansion and enhancement of these offerings, particularly in areas like home respiratory therapies which are expected to return to growth, will contribute to sustained revenue generation.
- Strategic Focus and Operational Efficiency Post-Divestiture: Following the sale of its former Products & Healthcare Services business, Accendra Health has become a leaner, more focused entity dedicated to its Patient Direct segment. This strategic repositioning is expected to enable the company to drive sustainable growth and create long-term value by concentrating resources and improving operational efficiency in its specialized high-growth areas.
- Leveraging Technology and Digital Health Solutions: Accendra Health is making technological investments to enhance patient care and expand service capabilities. An example includes the launch of ByramConnect, a digital health coach designed to assist in diabetes management, indicating a commitment to digital solutions that can drive efficiency and potentially open new revenue streams.
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<h2>Capital Allocation Decisions for Accendra Health (ACH)</h2>
<h3> Share Repurchases</h3>
<ul>
<li>On February 26, 2025, the Board of Directors authorized a share repurchase program of up to $100 million over the next 24 months.</li>
<li>During the three months ended March 31, 2025, approximately 0.2 million shares were repurchased for an aggregate of $1.5 million.</li>
</ul>
<h3> Share Issuance</h3>
<ul>
<li>No significant dollar amount of shares issued for the purpose of raising capital was identified within the last 3-5 years.</li>
</ul>
<h3> Inbound Investments</h3>
<ul>
<li>Accendra Health received $375 million in cash from Platinum Equity for the sale of its Products & Healthcare Services (P&HS) segment, which was completed on December 31, 2025.</li>
<li>The company retained a 5% interest in the divested P&HS business, along with a preferred equity return and tax attributes exceeding $150 million.</li>
<li>The net proceeds from the P&HS sale were approximately $310 million after customary adjustments.</li>
</ul>
<h3> Outbound Investments</h3>
<ul>
<li>In December 2025, the company completed the divestiture of its Products & Healthcare Services (P&HS) segment to Platinum Equity for $375 million, strategically shifting its focus to home-based care.</li>
<li>In January 2022, the company acquired Apria, Inc. for approximately $1.7 billion (net of $144 million cash acquired), significantly expanding its Patient Direct segment.</li>
<li>Owens & Minor agreed to acquire Rotech Healthcare Holdings Inc. for $1.36 billion in cash in July 2024, but this acquisition was mutually terminated in June 2025 due to regulatory issues, incurring an $80 million termination fee.</li>
</ul>
<h3> Capital Expenditures</h3>
<ul>
<li>Gross capital expenditures were projected to be between $205 million and $215 million for 2025.</li>
<li>The company's outlook for 2025 (as Owens & Minor) included gross capital expenditures ranging from $250 million to $270 million.</li>
<li>Accendra Health's strategic priorities for 2026 include achieving operational efficiency through technology, such as the MyApria app, and focusing on improved cash flow generation and balance sheet optimization.</li>
</ul>
Peer Outperformance in Health Care Distributors
ACH has trailed 83% of its 6 Health Care Distributors peers over 5Y. Health Care Distributors ranks 1st of 10 industries in Health Care by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Health Care Distributors constituents that ACH has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
17%
of 6 industry peers · -77.9% return
3Y
0%
of 6 industry peers · -94.0% return
5Y
17%
of 6 industry peers · -96.9% return
No Health Care Distributors peer with a comparable growth profile has beaten ACH by more than 20pp over 5Y.
Median price return by industry across the Health Care sector, ranked by 5Y. Health Care Distributors is ACH's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care Distributors ← | 7 | 9.5% | 71.6% | 176.5% | CAH 405% · MCK 354% · SNYR 198% |
| Health Care Services | 20 | 24.8% | 33.4% | 10.1% | HIMS 258% · RDNT 152% · DGX 77% |
| Managed Health Care | 8 | 51.3% | -4.8% | 7.2% | OSCR 101% · HQY 54% · ELV 17% |
| Health Care Equipment | 51 | -2.7% | -10.6% | -17.3% | POCI 10275% · UFPT 417% · GKOS 281% |
| Health Care Facilities | 24 | 12.4% | -11.0% | -18.8% | THC 281% · NHC 239% · ENSG 120% |
| Health Care Supplies | 12 | 41.4% | -12.0% | -25.5% | LNTH 295% · HAE 49% · MMSI 38% |
| Pharmaceuticals | 64 | 4.2% | -3.0% | -40.0% | LQDA 2862% · INDV 1521% · ETON 841% |
| Health Care Technology | 21 | -15.2% | -55.4% | -72.3% | SPOK 135% · TALK 0% · HSTM -6% |
| Life Sciences Tools & Services | 111 | -4.3% | -34.4% | -72.6% | SNWV 2092% · ELMD 263% · MEDP 236% |
| Biotechnology | 372 | 12.1% | -29.2% | -77.3% | BRTX 106050% · DNTH 1643% · CELZ 1614% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 54.76 |
| Mkt Cap | 7.0 |
| Rev LTM | 4,396 |
| Op Inc LTM | 504 |
| FCF LTM | 525 |
| FCF 3Y Avg | 362 |
| CFO LTM | 747 |
| CFO 3Y Avg | 580 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.0% |
| Rev Chg 3Y Avg | 11.3% |
| Rev Chg Q | 7.1% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Inc Chg LTM | 6.8% |
| Op Inc Chg 3Y Avg | 13.0% |
| Op Mgn LTM | 8.6% |
| Op Mgn 3Y Avg | 12.3% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 13.9% |
| CFO/Rev 3Y Avg | 15.5% |
| FCF/Rev LTM | 4.9% |
| FCF/Rev 3Y Avg | 5.2% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Diabetes | 783 | 777 | 723 | ||
| Sleep therapy | 740 | 703 | 670 | ||
| Home respiratory therapy | 433 | 436 | 458 | ||
| Other | 288 | 268 | 255 | ||
| Ostomy | 213 | 196 | 178 | ||
| Wound care | 189 | 192 | 171 | ||
| Urology | 116 | 107 | 98 | ||
| Patient Direct | 2,057 | 960 | |||
| Products & Healthcare Services | 7,898 | 8,826 | |||
| Total | 2,762 | 2,680 | 2,553 | 9,955 | 9,785 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Patient Direct | 260 | 247 | 194 | 58 | |
| Products & Healthcare Services | 53 | 58 | 175 | 384 | |
| Litigation and related charges | -17 | ||||
| Acquisition-related charges and intangible amortization | -87 | -101 | -127 | -43 | |
| Exit and realignment charges, net | -110 | -99 | -7 | -31 | |
| Goodwill impairment charge | -307 | ||||
| Inventory valuation adjustment | 0 | -92 | 0 | ||
| Acquisition-related and exit and realignment charges | -38 | ||||
| Global Products | 260 | ||||
| Global Solutions | 31 | ||||
| Intangible amortization | -41 | ||||
| Inter-segment eliminations | -8 | ||||
| Total | -208 | 105 | 143 | 368 | 204 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Products & Healthcare Services | 2,430 | 2,360 | 2,810 | ||
| Patient Direct | 2,177 | 2,490 | 2,507 | ||
| Cash and cash equivalents | 49 | 243 | 69 | 56 | 83 |
| Global Products | 1,322 | 1,135 | |||
| Global Solutions | 2,159 | 2,117 | |||
| Total | 4,656 | 5,093 | 5,386 | 3,537 | 3,336 |
Price Behavior
Price Behavior
| Market Price | $1.21 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 01/02/2026 | |
| Distance from 52W High | -78.7% | |
| 50 Days | 200 Days | |
| DMA Price | $3.07 | $2.87 |
| DMA Trend | down | down |
| Distance from DMA | -60.6% | -57.8% |
| 3M | 1YR | |
| Volatility | 130.0% | 94.1% |
| Downside Capture | 549.81 | 219.53 |
| Upside Capture | 38.39 | -3.26 |
| Correlation (SPY) | 5.3% | 12.3% |
ACH Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.58 | 0.85 | 0.63 | 1.31 | 1.17 | 1.09 |
| Up Beta | -1.10 | 1.34 | 0.01 | 1.21 | 1.93 | 0.87 |
| Down Beta | -1.01 | -1.07 | -1.61 | -0.01 | 0.64 | 0.90 |
| Up Capture | 259% | 188% | 109% | 276% | 38% | 57% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 14 | 27 | 36 | 70 | 119 | 357 |
| Down Capture | 369% | 110% | 203% | 136% | 143% | 110% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 8 | 16 | 27 | 51 | 123 | 381 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACH | |
|---|---|---|---|---|
| ACH | -74.0% | 95.7% | -0.89 | - |
| Sector ETF (XLV) | 31.1% | 15.5% | 1.54 | 6.9% |
| Equity (SPY) | 22.6% | 12.8% | 1.32 | 12.4% |
| Gold (GLD) | 31.4% | 28.4% | 0.95 | -2.0% |
| Commodities (DBC) | 37.9% | 20.1% | 1.48 | -19.7% |
| Real Estate (VNQ) | 14.3% | 13.8% | 0.73 | 21.1% |
| Bitcoin (BTCUSD) | -46.5% | 42.9% | -1.33 | 10.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACH | |
|---|---|---|---|---|
| ACH | -50.1% | 74.4% | -0.58 | - |
| Sector ETF (XLV) | 6.4% | 15.0% | 0.24 | 24.9% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 27.3% |
| Gold (GLD) | 19.0% | 18.6% | 0.83 | -1.3% |
| Commodities (DBC) | 9.8% | 19.6% | 0.39 | -3.1% |
| Real Estate (VNQ) | 2.2% | 18.9% | 0.01 | 28.8% |
| Bitcoin (BTCUSD) | 9.9% | 52.8% | 0.37 | 12.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACH | |
|---|---|---|---|---|
| ACH | -27.8% | 78.7% | -0.06 | - |
| Sector ETF (XLV) | 10.2% | 16.6% | 0.50 | 20.4% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 21.5% |
| Gold (GLD) | 12.0% | 16.2% | 0.61 | -0.5% |
| Commodities (DBC) | 8.0% | 18.0% | 0.36 | 2.5% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 19.6% |
| Bitcoin (BTCUSD) | 60.9% | 66.1% | 1.01 | 8.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 8/13/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/10/2026 | -50.0% | ||
| 5/11/2026 | 8.7% | -18.7% | -25.4% |
| 2/19/2026 | 5.2% | -2.4% | -21.0% |
| 10/30/2025 | -20.0% | -37.1% | -46.0% |
| 8/11/2025 | -34.7% | -19.9% | -22.0% |
| 5/8/2025 | -9.9% | -9.8% | 3.2% |
| 2/28/2025 | 39.0% | 44.7% | 24.5% |
| 11/4/2024 | -10.2% | -3.4% | 7.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 10 | 12 |
| # Negative | 13 | 14 | 12 |
| Median Positive | 8.5% | 14.8% | 18.5% |
| Median Negative | -11.5% | -12.2% | -20.7% |
| Max Positive | 39.0% | 44.7% | 55.7% |
| Max Negative | -50.0% | -37.1% | -46.0% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/10/2026 | -50.0% | ||
| 5/11/2026 | 8.7% | -18.7% | -25.4% |
| 2/19/2026 | 5.2% | -2.4% | -21.0% |
| 10/30/2025 | -20.0% | -37.1% | -46.0% |
| 8/11/2025 | -34.7% | -19.9% | -22.0% |
| 5/8/2025 | -9.9% | -9.8% | 3.2% |
| 2/28/2025 | 39.0% | 44.7% | 24.5% |
| 11/4/2024 | -10.2% | -3.4% | 7.3% |
| 8/2/2024 | -1.3% | -6.8% | -5.4% |
| 5/3/2024 | -25.7% | -25.0% | -28.5% |
| 2/20/2024 | 1.6% | 11.6% | 19.1% |
| 11/3/2023 | 27.1% | 13.7% | 46.3% |
| 8/4/2023 | 1.3% | 7.6% | -6.8% |
| 5/5/2023 | 37.5% | 37.3% | 55.7% |
| 2/28/2023 | -21.8% | -20.9% | -33.7% |
| 11/2/2022 | 4.9% | 8.1% | 16.2% |
| 8/3/2022 | -11.5% | -9.2% | -19.5% |
| 5/3/2022 | 8.4% | 4.1% | -6.8% |
| 2/23/2022 | 6.7% | 18.4% | 17.8% |
| 11/3/2021 | 22.3% | 15.9% | 8.9% |
| 8/3/2021 | -8.8% | -17.4% | -20.5% |
| 5/5/2021 | -8.0% | -3.9% | 21.4% |
| 2/24/2021 | 29.2% | 29.8% | 36.0% |
| 11/2/2020 | -2.3% | -13.7% | -3.5% |
| 8/4/2020 | -14.3% | -10.8% | 4.2% |
| SUMMARY STATS | |||
| # Positive | 12 | 10 | 12 |
| # Negative | 13 | 14 | 12 |
| Median Positive | 8.5% | 14.8% | 18.5% |
| Median Negative | -11.5% | -12.2% | -20.7% |
| Max Positive | 39.0% | 44.7% | 55.7% |
| Max Negative | -50.0% | -37.1% | -46.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/10/2026 | 10-Q |
| 03/31/2026 | 05/11/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/10/2026 | 10-Q |
| 03/31/2026 | 05/11/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 02/23/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/03/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 02/24/2021 | 10-K |
| 09/30/2020 | 11/03/2020 | 10-Q |
| 06/30/2020 | 08/05/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 03/04/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
Insider Activity
Updated 5/20/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Coliseum, Capital Management, Llc | See Footnotes | Buy | 8142025 | 5.31 | 492,852 | 2,617,044 | 69,565,285 | Form | |
| 2 | Coliseum, Capital Management, Llc | See Footnotes | Buy | 8142025 | 5.46 | 325,000 | 1,774,500 | 68,839,434 | Form | |
| 3 | Coliseum, Capital Management, Llc | See Footnotes | Buy | 8142025 | 5.15 | 720,000 | 3,708,000 | 63,257,218 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Coliseum, Capital Management, Llc | See Footnotes | Buy | 8142025 | 5.31 | 492,852 | 2,617,044 | 69,565,285 | Form | |
| 2 | Coliseum, Capital Management, Llc | See Footnotes | Buy | 8142025 | 5.46 | 325,000 | 1,774,500 | 68,839,434 | Form | |
| 3 | Coliseum, Capital Management, Llc | See Footnotes | Buy | 8142025 | 5.15 | 720,000 | 3,708,000 | 63,257,218 | Form |
Investor Activity (13F)
Updated Aug 13, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
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| FinViz |
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