OPCH
Option Care Health Inc
2 of the 83 super-investors we track hold OPCH, worth a combined $164M per their latest 13F filings. The largest position: Henry Ellenbogen at 1.3% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 16 of 100 (how strongly the cohort backs it) — ranked #710 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own OPCH
OPCH is held by 2 super-investors in our cohort, with a combined position value of $164M. The highest-conviction owner is Henry Ellenbogen at 1.3% of their portfolio. Cohort ownership has shrunk from 3 to 2 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 1.3% | 7q | $129M | 6,163,722 |
| 2 | Joel Greenblatt | <0.1% | 24q | $34M | 1,633,556 |
Owners of OPCH also hold
Congress is trading OPCH
Congress tracker →- Lisa McClainsold$1,001 - $15,000 · 2025-10-31
- Lisa McClainsold$1,001 - $15,000 · 2025-10-30
- Lisa McClainbought$1,001 - $15,000 · 2025-10-30
- Lisa McClainbought$1,001 - $15,000 · 2025-09-25
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 1.3% | -31% | $129M | Aug 14, 2026 |
| Stanley Druckenmiller | EXIT | 1.7% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 68404L201. Not investment advice.