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Select Medical Holdings Corporation

SEM Healthcare
$16.52 $-0.02 (-0.12%)
Market Cap: $2.05 B
Gurus Holding
6
Popularity Rank
#1483
% of Shares Held
2.53%
Net Activity (Q1 2026)
+$32.83 M

Guru Ownership Trend

Guru Analysis for Select Medical Holdings Corporation (SEM)

Select Medical Holdings Corporation (SEM), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $51.88 M.

Top institutional holders include George Soros and Jeremy Grantham.

Institutional sentiment is currently Bullish. This is evidenced by a $32.83 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who increased their stake by 482.0%. Conversely, Joel Greenblatt reduced exposure by 46.8%.

Key Holders

Top 5 by Value

$29.87 M
$16.08 M
$1.79 M
$698,238

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$48.62 M
Total Buy Value
New Buys 3
Additions 2
-$15.79 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Select Medical Holdings Corporation (SEM)

Major holders include George Soros ($29.87 M), Jeremy Grantham ($16.08 M), Louis Moore Bacon ($2.37 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.14 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $32.83 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited SEM. The total reported sell value was $15.79 M.

Yes, 3 managers opened new positions in SEM, and 2 increased their existing holdings. The total reported buy value was $48.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.33% New Buy 1,833,473 $29.87 M Q1 2026
0.04% New Buy 986,809 $16.08 M Q1 2026
0.05% Add 482.0% 145,500 $2.37 M Q1 2026
0.00% Add 25.1% 109,584 $1.79 M Q1 2026
0.00% Reduce -46.8% 42,863 $698,238 Q1 2026
0.00% New Buy 22,000 $358,380 Q1 2026
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SEC Form