Jefferies Group's AHCO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4.6M shares of AdaptHealth Corp. (AHCO) worth $40.84 M, representing 0.19% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AHCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 2.9M shares. Largest reduction occurred in Q4 2024, reducing 765.2K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's AdaptHealth (AHCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly AdaptHealth (AHCO) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +5,670 | New Buy | 5,670 | $19.22 |
| Q1 2023 | +23,698 | Add 417.95% | 29,368 | $12.43 |
| Q2 2023 | -18,358 | Reduce 62.51% | 11,010 | $12.17 |
| Q3 2023 | +240 | Add 2.18% | 11,250 | $9.10 |
| Q4 2023 | -11,250 | Sold Out | 11,250 | $0.00 |
| Q2 2024 | +32,500 | New Buy | 32,500 | $10.00 |
| Q3 2024 | +1.73 M | Add 5329.07% | 1.76 M | $11.23 |
| Q4 2024 | -765,194 | Reduce 43.37% | 999,255 | $9.52 |
| Q1 2025 | +2.94 M | Add 294.13% | 3.94 M | $10.84 |
| Q2 2025 | +841,614 | Add 21.37% | 4.78 M | $9.43 |
| Q3 2025 | -217,000 | Reduce 4.54% | 4.56 M | $8.95 |
Jefferies Group's AdaptHealth Investment FAQs
Jefferies Group first purchased AdaptHealth Corp. (AHCO) in Q4 2022, acquiring 5,670 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held AdaptHealth Corp. (AHCO) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to AdaptHealth Corp. (AHCO) was in Q1 2025, adding 3,938,386 shares worth $42.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,563,000 shares of AdaptHealth Corp. (AHCO), valued at approximately $40.84 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 0.19% of Jefferies Group'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.
Jefferies Group's peak holding in AdaptHealth Corp. (AHCO) was 4,780,000 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.