Form 13-F position report

SELECT MEDICAL HOLDINGS CORPOR

Reported by Camber Capital Management LP

SEM CUSIP 81619Q105 Manager CIK 0001444043

Reported 2,550,000 shares, down 850,000 (25.0%) from the prior quarter.

Reported value -12.8%; share count -25.0% vs. the prior quarter.

Reduced
% of reported 13F value 2.47% This manager · Q2 2024
Shares 2,550,000 Quarter-end amount reported
Reported value $89,403,000 Fair value at quarter end
Consecutive quarters held 10 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-03-31 23990000
2022-06-30 94480000
2022-09-30 106080000
2022-12-31 119184000
2023-03-31 124080000
2023-06-30 129033000
2023-09-30 85918000
2023-12-31 79900000
2024-03-31 102510000
2024-06-30 89403000
2024-09-30 74099000
2024-12-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

12 quarters
Quarterly reported position history for SELECT MEDICAL HOLDINGS CORPOR held by Camber Capital Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2024 Reduced 0 -2,125,000 (-100.0%) 0 $0 2025-02-14
Q3 2024 Reduced 2,125,000 -425,000 (-16.7%) 2.35% $74,099,000 2024-11-14
Q2 2024 Reduced 2,550,000 -850,000 (-25.0%) 2.47% $89,403,000 2024-08-14
Q1 2024 Unchanged 3,400,000 0 (0.0%) 2.51% $102,510,000 2024-05-15
Q4 2023 Unchanged 3,400,000 0 (0.0%) 2.04% $79,900,000 2024-02-14
Q3 2023 Reduced 3,400,000 -650,000 (-16.0%) 2.83% $85,918,000 2023-11-14
Q2 2023 Reduced 4,050,000 -750,000 (-15.6%) 4.2% $129,033,000 2023-08-14
Q1 2023 Unchanged 4,800,000 0 (0.0%) 3.82% $124,080,000 2023-05-15
Q4 2022 Unchanged 4,800,000 0 (0.0%) 4.09% $119,184,000 2023-02-14
Q3 2022 Added 4,800,000 +800,000 (20.0%) 3.25% $106,080,000 2022-11-14
Q2 2022 Added 4,000,000 +3,000,000 (300.0%) 4.1% $94,480,000 2022-08-15
Q1 2022 New 1,000,000 +1,000,000 (0.0%) 0.87% $23,990,000 2022-05-16
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

288 managers reported SELECT MEDICAL HOLDINGS CORPOR for Q2 2024.

Managers reporting SELECT MEDICAL HOLDINGS CORPOR in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
PRICE T ROWE ASSOCIATES INC MD Reduced 17,128,700 -73,519 0.07% $600,533,000 45 qtrs
BlackRock Inc Added 16,879,139 +392,387 0.01% $591,782,620 45 qtrs
VANGUARD GROUP INC Reduced 12,879,025 -118,866 < 0.01% $451,538,617 45 qtrs
T Rowe Price Investment Management Inc Added 5,947,804 +284,568 0.13% $208,531,000 8 qtrs
DIMENSIONAL FUND ADVISORS LP Added 4,498,772 +95,578 0.04% $157,728,124 45 qtrs
STATE STREET CORPORATION Added 4,172,669 +18,032 < 0.01% $146,293,775 45 qtrs
Camber Capital Management LP This report Reduced 2,550,000 -850,000 2.47% $89,403,000 10 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 2,395,441 +134,317 < 0.01% $84,001,181 45 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 2,210,791 -31,032 0.05% $77,513,414 45 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 1,674,545 -183,231 0.01% $58,709,548 45 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
2,550,000
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.