Cliff Asness's AHCO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 966,419 shares of AdaptHealth Corp. (AHCO) worth $11.5 M, representing 0.01% 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 2026, adding 444,816 shares. Largest reduction occurred in Q2 2024, reducing 275,538 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +444,816 | Add 85.28% | 966,419 | $11.90 |
| Q4 2025 | +22,952 | Add 4.60% | 521,603 | $9.96 |
| Q3 2025 | +75,084 | Add 17.73% | 498,651 | $8.95 |
| Q2 2025 | +166,359 | Add 64.68% | 423,567 | $9.43 |
| Q1 2025 | -646 | Reduce 0.25% | 257,208 | $10.84 |
| Q4 2024 | +13,510 | Add 5.53% | 257,854 | $9.52 |
| Q3 2024 | -265,952 | Reduce 52.12% | 244,344 | $11.23 |
| Q2 2024 | -275,538 | Reduce 35.06% | 510,296 | $10.00 |
| Q1 2024 | +371,888 | Add 89.84% | 785,834 | $11.51 |
| Q4 2023 | -9,335 | Reduce 2.21% | 413,946 | $7.29 |
| Q3 2023 | +152,832 | Add 56.51% | 423,281 | $9.10 |
| Q2 2023 | +173,274 | Add 178.31% | 270,449 | $12.17 |
| Q1 2023 | +60,211 | Add 162.89% | 97,175 | $12.43 |
| Q4 2022 | +25,149 | Add 212.86% | 36,964 | $19.22 |
| Q3 2022 | +11,815 | New Buy | 11,815 | $18.79 |
| Q4 2021 | -11,060 | Sold Out | 0 | $0.00 |
| Q3 2021 | -13,988 | Reduce 55.84% | 11,060 | $23.33 |
| Q2 2021 | -4,904 | Reduce 16.37% | 25,048 | $27.43 |
| Q1 2021 | +16,495 | Add 122.58% | 29,952 | $36.76 |
| Q4 2020 | +13,457 | New Buy | 13,457 | $37.53 |
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.
Cliff Asness's largest addition to AdaptHealth Corp. (AHCO) was in Q1 2026, adding 966,419 shares worth $11.5 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 966,419 shares of AdaptHealth Corp. (AHCO), valued at approximately $11.5 M.
As of the Q1 2026 filing, AdaptHealth Corp. (AHCO) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in AdaptHealth Corp. (AHCO) was 966,419 shares, as reported at the end of Q1 2026.