CHE

CHE

CHE

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 22, 2025 Aristotle Small Cap Equity Fund 3.3% - ACIW, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, IPAR, JBGS, MNRO, MTSI, SMG, TROX, VRRM Balance Sheets, fundamentals, Inefficiency, small caps, Valuations CHE
2025 Q2 Jul 22, 2025 Aristotle Small/Mid Cap Equity 4.6% - ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM diversification, earnings, Quality, Small/Mid Cap Caps CHE
2025 Q2 Jun 30, 2025 Fenimore Small Cap Strategy 2.6% - CHE, EXLS, FTDR, TSU CN Balance Sheets, earnings stability, fundamentals, Quality, small caps
2023 Q4 Dec 31, 2023 TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy 3.7% 0.0% BC, CHE, CRWD, IDXX, IT, MLM, PANW, RNR, VRSK -
2025 Q3 Oct 2, 2025 LRT Capital Management - -0.2% ABG, CAAP, CCI, CHE, CHTR, CIGI, CM, DRI, FN, GPI, IESC, PBR, RLI, SNEX, SSD, TD, TRV, TTC, UNH, XOM Hedges, Long/Short, Quality, Shiller PE, small caps
2024 Q3 Sep 30, 2024 TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy 3.7% 0.0% APH, BJ, CHE, CTAS, ORLY, RNR, TER, VEEV, VRSK -
2023 Q3 Sep 30, 2023 TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy 3.7% 0.0% BC, CHE, CRWD, IDXX, LNG, MLM, ORLY, PANW, RNR, SNPS, VRSK, WCN -
2024 Q2 Jun 30, 2024 TimesSquare Capital Management U.S. Mid Cap Growth Strategy 4.8% 0.0% ARGX, BJ, CHE, DASH, FIVE, GFL, GPN, HCP, IBKR, MPWR, NICE, RRX, STVN, TER, VRSK, WEX -
2024 Q2 Jun 30, 2024 TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy 3.7% 0.0% APH, CHE, COR, CRWD, LEGN, PANW, TER, VEEV, VRSK -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 3, 2025 Fund Letters Dave Adams Chemed Corp. Health Care Health Care Services Bull NYSE buybacks, cashflow, Cyclicality, Demographics, Health Care, Hospice, Margins, Regulation, services
Dec 3, 2025 Fund Letters Dave Adams Chemed Corp. Health Care Health Care Services Bull NYSE capital allocation, cashflow, Demand, Demographics, Hospice, leverage, Regulation, services, valuation
Aug 7, 2025 Seeking Alpha DCF Value Investor Chemed Corporation Health Care Medical Care Facilities Bull NYSE —

BSD Shareholders of CHE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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