AdaptHealth Corp.
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+6.26%
vs ±20.9% implied · ×0.30
shaded = implied · ▲▼ = realized
No other changes.
No other changes.
Same SIC code · 5
Same SEC industry code: BrightSpring Health Services, Inc., Chemed Corp, Option Care Health, Inc. and 2 more; of AdaptHealth Corp.'s 6 closest co-movers, none share that code.
Same SIC code · 5
Same SEC industry code: BrightSpring Health Services, Inc., Chemed Corp, Option Care Health, Inc. and 2 more; of AdaptHealth Corp.'s 6 closest co-movers, none share that code.
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
AdaptHealth Corp.
6.28
AdaptHealth Corp., together with its subsidiaries, provides home medical equipment (HME), medical supplies, and home and related services in the United States. The company provides sleep therapy equipment, supplies, and related services, such as CPAP and bi-PAP services to individuals suffering from obstructive sleep apnea; medical devices and supplies, including continuous glucose monitors and insulin pumps to patients for the treatment of diabetes; HME to patients discharged from acute care and other facilities; oxygen and related chronic therapy services in the home; and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy, and nutritional supply needs. It serves beneficiaries of Medicare, Medicaid, and commercial insurance payors. AdaptHealth Corp. is headquartered in Plymouth Meeting, Pennsylvania.
AdaptHealth Corp., together with its subsidiaries, provides home medical equipment (HME), medical supplies, and home and related services in the United States. The company provides sleep therapy equipment, supplies, and related services, such as CPAP and bi-PAP services to individuals suffering from obstructive sleep apnea; medical devices and supplies, including continuous glucose monitors and insulin pumps to patients for the treatment of diabetes; HME to patients discharged from acute care and other facilities; oxygen and related chronic therapy services in the home; and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy, and nutritional supply needs. It serves beneficiaries of Medicare, Medicaid, and commercial insurance payors. AdaptHealth Corp. is headquartered in Plymouth Meeting, Pennsylvania.
| Manager | Value | % base | |
|---|---|---|---|
| OEP Capital | $170.0M | 11.43% | 0.00% |
| BlackRockindex-like | $167.4M | 11.26% | +0.77% |
| Deerfield | $119.6M | 8.04% | 0.00% |
| SkyKnight Capital | $89.4M | 6.01% | 0.00% |
| FMR | $82.1M | 5.52% | −2.13% |
| Manager | Value | % base | |
|---|---|---|---|
| OEP Capital | $170.0M | 11.43% | 0.00% |
| BlackRockindex-like | $167.4M | 11.26% | +0.77% |
| Deerfield | $119.6M | 8.04% | 0.00% |
| SkyKnight Capital | $89.4M | 6.01% | 0.00% |
| FMR | $82.1M | 5.52% | −2.13% |
Tall tick = annual report · Source: EDGAR
Expected move
Inputsspot 6.28exp Mar 19ATM strike 7.5ATM straddle 2.27IV 63%