Accendra Health
ACH on NYSE. Market value $35m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 140 funds in all.
Sold out this quarter
- Royce & AssociatesChuck RoyceSold out
Largest holders overall
- Coliseum Capital Management$45m
- BlackRock$19mAdded
- Bank of America$13mAdded
- Vanguard Capital Management$11mCut
- D. E. Shaw$11mCut
- Charles Schwab Investment Management$10mCut
- Invenomic Capital Management LP$10mCut
- Marshall Wace, LLP$9mAdded
- Paradigm Capital Management$9mAdded
- Vanguard Portfolio Management$7mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- Coliseum Capital Management, LLCPassive investorat least 16.9%+1.8 pts(filed with 4 related holders)Since 12 November 2025
What they said
The Reporting Persons acquired the Common Stock for investment purposes, and such purposes were made in the Reporting Persons' ordinary course of business. In pursuing such investment purposes, the Reporting Persons may further purchase, hold, vote, trade, dispose or otherwise…
Read the filing - Adam GrayPassive investorat least 15.1%+1.3 pts(filed with 3 related holders)Since 31 March 2025
- BlackRock, Inc.Passive investor7.1%−7.6 ptsSince 30 September 2025
- Kevin M. WebbPassive investor5.6%Since 12 March 2026
- FMR LLCPassive investorat least 3.5%−4.0 pts(filed with 1 related holder)Since 31 March 2025
- CHARLES SCHWAB INVESTMENT MANAGEMENT INCPassive investorSold down below 5%Since 31 March 2026
- Dimensional Fund Advisors LPPassive investorSold down below 5%Since 30 September 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
- Deerfield Mgmt, L.P.Passive investorSold down below 5%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
Coliseum Capital Management, LLC Passive investor | at least 16.9%+1.8 pts (filed with 4 related holders) | 12 November 2025 | What they saidThe Reporting Persons acquired the Common Stock for investment purposes, and such purposes were made in the Reporting Persons' ordinary course of business. In pursuing such investment purposes, the Reporting Persons may further purchase, hold, vote, trade, dispose or otherwise… Read the filing |
Adam Gray Passive investor | at least 15.1%+1.3 pts (filed with 3 related holders) | 31 March 2025 | |
BlackRock, Inc. Passive investor | 7.1%−7.6 pts | 30 September 2025 | |
Kevin M. Webb Passive investor | 5.6% | 12 March 2026 | |
FMR LLC Passive investor | at least 3.5%−4.0 pts (filed with 1 related holder) | 31 March 2025 | |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Passive investor | Sold down below 5% | 31 March 2026 | |
Dimensional Fund Advisors LP Passive investor | Sold down below 5% | 30 September 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 | |
Deerfield Mgmt, L.P. Passive investor | Sold down below 5% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 20 Feb 2026, plus the 10-Q filed 10 Aug 2026 and 11 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.