Encompass Health Corporation
MX ˙ BMV ˙ US29261A1007
SecurityMX:EHC / Encompass Health Corporation
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership4,120 shares
Latest Disclosed Value $ 398,528
Principal Securities, Inc. reports 29.64% increase in ownership of EHC / Encompass Health Corporation

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 4,120 shares of Encompass Health Corporation (MX:EHC) valued at $398,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,178 shares of Encompass Health Corporation. This represents a change in shares of 29.64% 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)
2026-05-13 2026-03-31 13F ENCOMPASS HEALTH COM 29261A100 4,120 942 29.64 399 18.10 0.0058
2026-02-12 2025-12-31 13F ENCOMPASS HEALTH COM 29261A100 3,178 -76 -2.34 337 -18.40 0.0052
2025-11-12 2025-09-30 13F ENCOMPASS HEALTH COM 29261A100 3,254 253 8.43 413 12.23 0.0068
2025-08-11 2025-06-30 13F ENCOMPASS HEALTH COM 29261A100 3,001 794 35.98 368 81.28 0.0069
2025-04-30 2025-03-31 13F ENCOMPASS HEALTH COM 29261A100 2,207 0 0.00 204 0.00 0.0046
2025-01-30 2024-12-31 13F ENCOMPASS HEALTH COM 29261A100 2,207 277 14.35 204 9.14 0.0046
2024-10-28 2024-09-30 13F ENCOMPASS HEALTH COM 29261A100 1,930 38 2.01 187 14.81 0.0045
2024-07-31 2024-06-30 13F ENCOMPASS HEALTH COM 29261A100 1,892 127 7.20 162 11.72 0.0045
2024-05-10 2024-03-31 13F ENCOMPASS HEALTH COM 29261A100 1,765 1,387 366.93 146 480.00 0.0045
2024-05-10 2023-12-31 13F/A-1 ENCOMPASS HEALTH COM 29261A100 378 378 25 0.0009
2024-02-07 2023-12-31 13F ENCOMPASS HEALTH COM 29261A100 378 378 25 0.0009
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.