Cliff Asness's AHCO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 498.7K shares of AdaptHealth Corp. (AHCO) worth $4.46 M, representing 0.00% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in AHCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 371.9K shares. Largest reduction occurred in Q2 2024, reducing 275.5K shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's AdaptHealth (AHCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly AdaptHealth (AHCO) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +13,457 | New Buy | 13,457 | $37.53 |
| Q1 2021 | +16,495 | Add 122.58% | 29,952 | $36.76 |
| Q2 2021 | -4,904 | Reduce 16.37% | 25,048 | $27.43 |
| Q3 2021 | -13,988 | Reduce 55.84% | 11,060 | $23.33 |
| Q4 2021 | -11,060 | Sold Out | 11,060 | $0.00 |
| Q3 2022 | +11,815 | New Buy | 11,815 | $18.79 |
| Q4 2022 | +25,149 | Add 212.86% | 36,964 | $19.22 |
| Q1 2023 | +60,211 | Add 162.89% | 97,175 | $12.43 |
| Q2 2023 | +173,274 | Add 178.31% | 270,449 | $12.17 |
| Q3 2023 | +152,832 | Add 56.51% | 423,281 | $9.10 |
| Q4 2023 | -9,335 | Reduce 2.21% | 413,946 | $7.29 |
| Q1 2024 | +371,888 | Add 89.84% | 785,834 | $11.51 |
| Q2 2024 | -275,538 | Reduce 35.06% | 510,296 | $10.00 |
| Q3 2024 | -265,952 | Reduce 52.12% | 244,344 | $11.23 |
| Q4 2024 | +13,510 | Add 5.53% | 257,854 | $9.52 |
| Q1 2025 | -646 | Reduce 0.25% | 257,208 | $10.84 |
| Q2 2025 | +166,359 | Add 64.68% | 423,567 | $9.43 |
| Q3 2025 | +75,084 | Add 17.73% | 498,651 | $8.95 |
Cliff Asness's AdaptHealth Investment FAQs
Cliff Asness first purchased AdaptHealth Corp. (AHCO) in Q4 2020, acquiring 13,457 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held AdaptHealth Corp. (AHCO) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to AdaptHealth Corp. (AHCO) was in Q1 2024, adding 785,834 shares worth $9.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 498,651 shares of AdaptHealth Corp. (AHCO), valued at approximately $4.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AdaptHealth Corp. (AHCO) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in AdaptHealth Corp. (AHCO) was 785,834 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.