OPCH
Option Care Health Inc
3 super-investors hold OPCH worth a combined $388M. The largest position: Henry Ellenbogen at 2.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #518 of 724 scored stocks.
Why super-investors own OPCH
Three super-investors hold OPCH with a combined $388M across their portfolios, though the position is largely carried by Henry Ellenbogen, whose $242M stake represents 2.5% of his portfolio — the highest concentration in the cohort. Stanley Druckenmiller holds a 1.7% position worth $50M, while Joel Greenblatt's $95M stake is a relatively thin 0.1% of his portfolio. Cohort ownership stabilized at two holders for the four quarters prior to Greenblatt's apparent addition bringing the count to three, suggesting measured but not accelerating interest. No one added, trimmed, or exited in 2026Q1, indicating the current holders are comfortable sitting still. Interest is steady rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.5% | 6q | $242M | 8,991,254 |
| 2 | Joel Greenblatt | 0.1% | 23q | $95M | 3,537,458 |
| 3 | Stanley Druckenmiller | 1.7% | 18q | $50M | 1,868,550 |
Owners of OPCH also hold
Long US equity 13F-HR filings only. CUSIP 68404L201. Not investment advice.