Encompass Health Corporation
MX ˙ BMV ˙ US29261A1007
SecurityMX:EHC / Encompass Health Corporation
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership203,848 shares
Latest Disclosed Value $ 19,718,217
Gotham Asset Management, LLC reports 69.35% increase in ownership of EHC / Encompass Health Corporation

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 203,848 shares of Encompass Health Corporation (MX:EHC) valued at $19,718,217 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 120,368 shares of Encompass Health Corporation. This represents a change in shares of 69.35% 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)
2026-05-15 2026-03-31 13F ENCOMPASS HEALTH COM 29261A100 203,848 83,480 69.35 19,718 54.35 0.0604
2026-02-17 2025-12-31 13F ENCOMPASS HEALTH COM 29261A100 120,368 -24,026 -16.64 12,776 -30.34 0.0466
2025-11-14 2025-09-30 13F ENCOMPASS HEALTH COM 29261A100 144,394 83,196 135.95 18,341 144.40 0.0798
2025-08-14 2025-06-30 13F ENCOMPASS HEALTH COM 29261A100 61,198 39,204 178.25 7,505 236.96 0.0449
2025-05-15 2025-03-31 13F ENCOMPASS HEALTH COM 29261A100 21,994 16,525 302.16 2,228 340.99 0.0186
2025-02-14 2024-12-31 13F ENCOMPASS HEALTH COM 29261A100 5,469 5,469 505 0.0048
2024-02-14 2023-12-31 13F ENCOMPASS HEALTH COM 29261A100 0 -3,201 -100.00 0 -100.00
2023-11-14 2023-09-30 13F ENCOMPASS HEALTH COM 29261A100 3,201 -2,336 -42.19 215 -42.78 0.0044
2023-08-14 2023-06-30 13F ENCOMPASS HEALTH COM 29261A100 5,537 5,537 375 0.0082
2023-02-14 2022-12-31 13F ENCOMPASS HEALTH COM 29261A100 0 -14,338 -100.00 0 -100.00
2022-11-14 2022-09-30 13F ENCOMPASS HEALTH COM 29261A100 14,338 14,338 649 0.0194
2022-02-14 2021-12-31 13F ENCOMPASS HEALTH COM 29261A100 0 -3,722 -100.00 0 -100.00
2021-11-15 2021-09-30 13F ENCOMPASS HEALTH COM 29261A100 3,722 3,722 279 0.0113
2019-08-14 2019-06-30 13F ENCOMPASS HEALTH COM 29261A100 0 -22,523 -100.00 0 -100.00
2019-05-15 2019-03-31 13F ENCOMPASS HEALTH COM 29261A100 22,523 8,021 55.31 1,315 46.93 0.0193
2019-02-14 2018-12-31 13F ENCOMPASS HEALTH COM 29261A100 14,502 -114,052 -88.72 895 -91.07 0.0139
2018-11-14 2018-09-30 13F ENCOMPASS HEALTH COM 29261A100 128,554 69,286 116.90 10,021 149.65 0.1384
2018-08-14 2018-06-30 13F ENCOMPASS HEALTH COM 29261A100 59,268 51,323 645.98 4,014 784.14 0.0580
2018-05-15 2018-03-31 13F ENCOMPASS HEALTH COM 29261A100 7,945 -14,268 -64.23 454 -58.65 0.0064
2018-02-14 2017-12-31 13F HEALTHSOUTH COM NEW 421924309 22,213 -66,303 -74.91 1,098 -73.24 0.0159
2017-11-14 2017-09-30 13F HEALTHSOUTH COM NEW 421924309 88,516 54,216 158.06 4,103 147.17 0.0602
2017-08-14 2017-06-30 13F HEALTHSOUTH COM NEW 421924309 34,300 -32,905 -48.96 1,660 -42.30 0.0233
2017-05-15 2017-03-31 13F HEALTHSOUTH COM NEW 421924309 67,205 67,205 2,877 0.0365
2017-02-14 2016-12-31 13F HEALTHSOUTH COM NEW 421924309 0 -83,432 -100.00 0 -100.00
2016-11-14 2016-09-30 13F HEALTHSOUTH COM NEW 421924309 83,432 72,934 694.74 3,385 729.66 0.0441
2016-08-15 2016-06-30 13F HEALTHSOUTH COM NEW 421924309 10,498 10,498 0.00 408 0.0049
2015-05-15 2015-03-31 13F HEALTHSOUTH COM NEW 421924309 0 -215,644 -100.00 0 -100.00
2015-02-17 2014-12-31 13F HEALTHSOUTH COM NEW 421924309 215,644 215,644 1,595.71 8,294 1,793.61 0.0671
2014-02-14 2013-12-31 13F HEALTHSOUTH COM NEW 421924309 0 -12,717 -100.00 0 -100.00
2013-11-14 2013-09-30 13F HEALTHSOUTH COM NEW 421924309 12,717 -14,191 -52.74 438 -43.48 0.0142
2013-08-15 2013-06-30 13F/A-1 HEALTHSOUTH COM NEW 421924309 26,908 26,908 775 0.0332
2013-08-14 2013-06-30 13F HEALTHSOUTH COM NEW 421924309 26,908 775
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.