ENSG

ENSG

ENSG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 21, 2025	Wasatch Long/Short Alpha Fund	0.5%	-	ENSG, FN, GWRE, HLP, HQY, INSP, KAI, MORN, NSA, OZK, RBC, RKLB, ROP, SG, SKY, WDAY	Beta, Defensive, Long/Short, Quality, risk-on, small cap, tariffs	The fund focuses on high-quality companies with proven earnings growth track records, strong free cash-flow generation, and trusted management teams. This quality focus was a headwind during the quarter as lower-quality stocks outperformed in the risk-on environment, but the manager believes this creates better expected returns for quality investing over the next three-to-five years.	SG RKLB HQY GWRE FN INSP NSA SKY HQY GWRE INSP NSA SKY	View
2026 Q1	Apr 30, 2026	Wasatch Long/Short Alpha Fund	4.2%	4.2%	ASAN, CWST, ENSG, LITE, PCOR, RBC	AI, defense, Long/Short, mid cap, Quality, small cap, software		LITE CWST PCOR ASAN ENSG RBC	View
2026 Q1	Apr 18, 2026	Baillie Gifford – US Equity Growth	-15.1%	-15.1%	AXON, CSGP, DASH, DUOL, ENSG, GH, GLOB, IOT, MSFT, NET, PEN, SHOP.TO	AI, growth, long-term, software, Systems, technology, valuation		RBC AXON	View
2024 Q4	Dec 31, 2024	Wasatch Long/Short Alpha Fund	-8.3%	7.2%	ACHC, ENSG, FND, GWRE, HLNE, HQY, ICFI, IONQ, KAI, MORN, NSA, PCTY, RBC, ROP	Beta, Defensive, Long/Short, Mid Caps, risk management, small caps	The Fund has shorted stocks of special purpose acquisition companies because their business models are speculative and their paths to steady compounded earnings growth remain unclear. These stocks experienced sharp gains during the risk-on environment of the quarter.	IONQ ACHC FND ICFI HQY PCTY	View
2025 Q3	Oct 24, 2025	Wasatch Long/Short Alpha Fund	-7.3%	-	ENSG, FN, FOUR, FRPT, HQY, INSP, KAI, MEDP, MORN, MPWR, OPEN, OZK, RBC, ROP, SG, WDAY	AI, Biotech, healthcare, Long/Short, Quality, risk-on, small cap, Speculation	The fund focuses on long positions in high-quality companies while shorting low-quality businesses. The manager emphasizes that high-quality stocks have historically outperformed over the long term despite recent underperformance. The fund screens companies based on financial characteristics like return on assets and operating profit margins.		View
2025 Q3	Oct 20, 2025	Baillie Gifford – International Alpha	6.7%	19.5%	APP, ATCO-A.ST, BHP, COIN, EDEN.PA, ELV, ENSG, ENTG, GMAB, LLY, MEDP, MSCI, NVO, SHOP, SOI.PA, UNH	AI, Biotechnology, E-Commerce, global, growth, healthcare, Performance, technology	AI enthusiasm continues to drive market rallies with companies like AppLovin demonstrating the potential of AI tools. AppLovin's proprietary AI-powered recommendation engine AXON is driving over 70% annual sales growth with even faster profitability growth. The company is increasingly positioned as a leading global performance advertising platform through its scale, advanced AI capabilities, and disciplined execution.		View
2025 Q3	Oct 20, 2025	Wasatch Small Cap Growth Strategy	-3.7%	-	AGYS, BRBR, ENSG, FN, FOUR, HQY, INSP, MEDP, NVMI, OLLI, PCTY, PNFP, RBC, SHAK	AI, growth, Quality, semiconductors, small caps, technology, underperformance	The fund focuses on high-quality, long-duration growth companies while markets have favored low-quality stocks with speculative business models. The quality gap between fund holdings and the index is near its widest level in at least a decade based on return on assets metrics.		View
2025 Q4	Jan 15, 2026	Baillie Gifford – International Alpha	-1.7%	17.5%	ADYEY, AMZN, APP, CRH, DASH, ELV, ENSG, FTAI, GOOGL, MA, META, MLM, MSCI, MSFT, NFLX, NVDA, RPRX, RYAAY, SCI, TSM	AI, global, growth, long-term, Quality, technology	AI spending and capabilities remain central to investment thesis across multiple holdings. Meta's elevated AI expenditure in 2026 creates execution risk but unlocks growth levers across its user base. Tencent's AI talent and research investments position it uniquely to leverage AI across gaming, advertising, and payments platforms. TSMC maintains dominant position capturing 70% of global foundry revenues with supply agreements across all key chip designers. Kokusai Electric benefits from recovery in memory markets and growing importance of batch ALD machines in AI memory chip manufacturing. Semiconductor cycle showing strength from Chinese and Korean manufacturers. Factory automation represents long-term structural growth opportunity. Keyence leads in sensors and machine-vision systems with 80% margins supported by direct sales model. Structural trends include rising automation, reshoring, and growing complexity in electric vehicle manufacturing providing long runway for growth. Sea's Shopee marketplace investing in service quality and faster shipping while expanding in Malaysia and Thailand to capture market share. Auto1 consolidating position as Europe's leading used car marketplace with 3% market share and growing direct-to-consumer Autohero brand providing margin expansion opportunity.	IOT QXO GAW AG1 GR AUTO LN TSM 6525 JP DG META SE	View
2024 Q3	Sep 30, 2024	Wasatch Small Cap Growth Strategy	-	-	CWAN, ENSG, FROG, HQY, INSP, MEDP	financials, growth, healthcare, industrials, small caps, technology	Multiple healthcare technology companies in the portfolio including Clearwater Analytics for investment accounting, Inspire Medical for sleep apnea solutions, and HealthEquity for health savings accounts. These companies are benefiting from digital transformation in healthcare and growing adoption of specialized software solutions.	HQY MEDP FROG INSP ENSG CWAN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 4, 2026	Fund Letters	Wasatch Long/Short Alpha Fund	Ensign Group, Inc.	Medical Care Facilities	Health Care Facilities	Bull	NASDAQ	healthcare, Medicare, Occupancy, Real Estate, Revenue Growth, Senior Living, Skilled Nursing	View Pitch
Apr 13, 2026	Fund Letters	Wasatch Small Cap Growth Strategy	Ensign Group, Inc.	Health Care Equipment & Services	Health Care Facilities	Bull	NASDAQ	Acquisitions, Assisted Living, Demographics, Healthcare Facilities, Healthcare services, Skilled Nursing, turnaround	View Pitch

BSD Shareholders of ENSG

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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