Encompass Health Corporation
MX ˙ BMV ˙ US29261A1007
SecurityMX:EHC / Encompass Health Corporation
InstitutionCopeland Capital Management, LLC
Latest Disclosed Ownership892,823 shares
Latest Disclosed Value $ 86,362,891
Copeland Capital Management, LLC reports 16.75% increase in ownership of EHC / Encompass Health Corporation

On May 6, 2026 - Copeland Capital Management, LLC filed a 13F-HR form disclosing ownership of 892,823 shares of Encompass Health Corporation (MX:EHC) valued at $86,362,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 764,703 shares of Encompass Health Corporation. This represents a change in shares of 16.75% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F ENCOMPASS HEALTH COM 29261A100 892,823 128,120 16.75 86,363 6.40 0.8106
2026-01-29 2025-12-31 13F ENCOMPASS HEALTH COM 29261A100 764,703 -41,839 -5.19 81,166 -20.77 1.8123
2025-10-17 2025-09-30 13F ENCOMPASS HEALTH COM 29261A100 806,542 -102,689 -11.29 102,447 -8.12 2.1347
2025-07-21 2025-06-30 13F ENCOMPASS HEALTH COM 29261A100 909,231 -354,540 -28.05 111,499 -12.89 2.2942
2025-04-24 2025-03-31 13F ENCOMPASS HEALTH COM 29261A100 1,263,771 -29,327 -2.27 127,995 7.18 2.5636
2025-01-24 2024-12-31 13F ENCOMPASS HEALTH COM 29261A100 1,293,098 8,548 0.67 119,418 -3.80 2.2205
2024-10-21 2024-09-30 13F ENCOMPASS HEALTH COM 29261A100 1,284,550 12,433 0.98 124,139 13.75 2.1591
2024-07-26 2024-06-30 13F ENCOMPASS HEALTH COM 29261A100 1,272,117 14,795 1.18 109,135 5.11 2.0426
2024-04-19 2024-03-31 13F ENCOMPASS HEALTH COM 29261A100 1,257,322 30,945 2.52 103,830 26.89 1.8871
2024-01-19 2023-12-31 13F ENCOMPASS HEALTH COM 29261A100 1,226,377 -51,313 -4.02 81,824 -4.65 1.6401
2023-10-23 2023-09-30 13F ENCOMPASS HEALTH COM 29261A100 1,277,690 6,009 0.47 85,810 -0.34 1.8450
2023-07-14 2023-06-30 13F ENCOMPASS HEALTH COM 29261A100 1,271,681 44,696 3.64 86,106 130,362.12 1.7771
2023-04-14 2023-03-31 13F ENCOMPASS HEALTH COM 29261A100 1,226,985 243,231 24.72 66 13.79 1.5621
2023-01-13 2022-12-31 13F ENCOMPASS HEALTH COM 29261A100 983,754 125,031 14.56 59 -99.85 1.5519
2022-10-12 2022-09-30 13F ENCOMPASS HEALTH COM 29261A100 858,723 14,767 1.75 38,840 -17.89 1.2817
2022-07-15 2022-06-30 13F ENCOMPASS HEALTH COM 29261A100 843,956 -4,403 -0.52 47,304 -21.59 1.4999
2022-04-18 2022-03-31 13F ENCOMPASS HEALTH COM 29261A100 848,359 17,479 2.10 60,327 11.26 1.6622
2022-01-18 2021-12-31 13F ENCOMPASS HEALTH COM 29261A100 830,880 45,846 5.84 54,223 -7.95 1.4072
2022-01-18 2021-09-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 785,034 61,694 8.53 58,909 4.37 1.6766
2021-10-20 2021-09-30 13F ENCOMPASS HEALTH COM 29261A100 672,947 44,869 50,498 1.7031
2022-01-18 2021-06-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 723,340 422 0.06 56,442 -4.67 1.6925
2021-07-19 2021-06-30 13F ENCOMPASS HEALTH COM 29261A100 628,078 -94,840 49,009 1.7551
2022-01-18 2021-03-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 722,918 58,508 8.81 59,207 7.77 1.8440
2021-04-26 2021-03-31 13F ENCOMPASS HEALTH COM 29261A100 628,395 -36,015 51,466 1.9074
2022-01-18 2020-12-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 664,410 -35,605 -5.09 54,940 20.78 2.1613
2021-01-27 2020-12-31 13F ENCOMPASS HEALTH COM 29261A100 624,263 63,616 51,620 2.1932
2022-01-18 2020-09-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 700,015 80,771 13.04 45,487 18.61 2.0191
2020-10-22 2020-09-30 13F ENCOMPASS HEALTH COM 29261A100 560,647 -58,597 36,431 1.9632
2022-01-18 2020-06-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 619,244 -16,270 -2.56 38,350 -5.76 1.9771
2020-07-30 2020-06-30 13F ENCOMPASS HEALTH COM 29261A100 572,352 -63,162 35,446 2.0019
2022-01-18 2020-03-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 635,514 4,168 0.66 40,692 -6.96 2.4751
2020-04-29 2020-03-31 13F ENCOMPASS HEALTH COM 29261A100 577,741 -53,605 36,993 2.4933
2022-01-18 2019-12-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 631,346 48,295 8.28 43,734 18.53 1.9152
2020-02-03 2019-12-31 13F ENCOMPASS HEALTH COM 29261A100 590,570 10,959 40,908 1.9327
2022-01-18 2019-09-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 583,051 29,857 5.40 36,896 5.26 1.8971
2019-11-06 2019-09-30 13F ENCOMPASS HEALTH COM 29261A100 579,611 26,417 36,678 1.8932
2022-01-18 2019-06-30 13F/A-1 ENCOMPASS HEALTH COM 29261A100 553,194 46,401 9.16 35,051 18.43 1.9476
2019-07-19 2019-06-30 13F ENCOMPASS HEALTH COM 29261A100 551,912 45,119 34,969 1.9484
2022-01-18 2019-03-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 506,793 36,547 7.77 29,596 2.00 1.8791
2019-04-24 2019-03-31 13F ENCOMPASS HEALTH COM 29261A100 453,985 36,593 26,512 1.8296
2022-01-18 2018-12-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 470,246 -1,216 -0.26 29,015 -21.05 2.0782
2019-01-28 2018-12-31 13F ENCOMPASS HEALTH COM 29261A100 417,392 -54,070 25,753 1.9962
2018-11-01 2018-09-30 13F ENCOMPASS HEALTH COM 29261A100 471,462 -107,909 -18.63 36,750 -6.33 2.2235
2018-07-17 2018-06-30 13F ENCOMPASS HEALTH COM 29261A100 579,371 10,949 1.93 39,235 20.73 2.2983
2018-05-04 2018-03-31 13F ENCOMPASS HEALTH COM 29261A100 568,422 -626 -0.11 32,497 15.58 2.0846
2018-01-30 2017-12-31 13F ENCOMPASS HEALTH COM 29261A100 569,048 -3,654 -0.64 28,117 5.92 1.7813
2017-10-27 2017-09-30 13F HEALTHSOUTH COM 421924309 572,702 2,172 0.38 26,545 -3.87 1.8014
2017-07-21 2017-06-30 13F HEALTHSOUTH COM 421924309 570,530 69,980 13.98 27,614 29.14 1.8049
2017-05-02 2017-03-31 13F HEALTHSOUTH COM 421924309 500,550 -97,326 -16.28 21,383 -13.27 1.4879
2017-02-01 2016-12-31 13F HEALTHSOUTH COM 421924309 597,876 15,981 2.75 24,656 4.44 1.6024
2016-11-02 2016-09-30 13F HEALTHSOUTH COM 421924309 581,895 -25,831 -4.25 23,607 0.06 1.5181
2016-08-05 2016-06-30 13F HEALTHSOUTH COM 421924309 607,726 71,100 13.25 23,592 16.83 1.6226
2016-05-09 2016-03-31 13F HEALTHSOUTH COM 421924309 536,626 54,527 11.31 20,193 20.33 1.3837
2016-02-04 2015-12-31 13F HEALTHSOUTH COM 421924309 482,099 11,480 2.44 16,782 -7.07 0.9503
2015-10-28 2015-09-30 13F HEALTHSOUTH COM 421924309 470,619 470,619 18,058 1.1060
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.