Chemed Corporation
MX ˙ BMV ˙ US16359R1032
SecurityMX:CHE / Chemed Corporation
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership37,620 shares
Latest Disclosed Value $ 16,096,093
Two Sigma Advisers, Lp reports 422.50% increase in ownership of CHE / Chemed Corporation

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 37,620 shares of Chemed Corporation (MX:CHE) valued at $16,096,093 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 7,200 shares of Chemed Corporation. This represents a change in shares of 422.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-17 2025-12-31 13F CHEMED CORP COM 16359R103 37,620 30,420 422.50 16,096 399.41 0.0313
2025-11-14 2025-09-30 13F CHEMED CORP COM 16359R103 7,200 400 5.88 3,224 -2.66 0.0065
2025-08-14 2025-06-30 13F CHEMED CORP COM 16359R103 6,800 6,800 3,311 0.0068
2024-11-14 2024-09-30 13F CHEMED CORP COM 16359R103 0 -400 -100.00 0 -100.00
2024-08-14 2024-06-30 13F CHEMED CORP COM 16359R103 400 -4,400 -91.67 217 -92.96 0.0005
2024-05-15 2024-03-31 13F CHEMED CORP COM 16359R103 4,800 -12,900 -72.88 3,081 -70.23 0.0071
2024-02-14 2023-12-31 13F CHEMED CORP COM 16359R103 17,700 2,700 18.00 10,350 32.78 0.0242
2023-11-14 2023-09-30 13F CHEMED CORP COM 16359R103 15,000 5,200 53.06 7,796 46.85 0.0200
2023-08-14 2023-06-30 13F CHEMED CORP COM 16359R103 9,800 7,600 345.45 5,308 348.69 0.0135
2023-05-15 2023-03-31 13F CHEMED CORP COM 16359R103 2,200 1,500 214.29 1,183 231.37 0.0031
2023-02-14 2022-12-31 13F CHEMED CORP COM 16359R103 700 700 357 0.0010
2021-08-16 2021-06-30 13F CHEMED CORP COM 16359R103 0 -1,800 -100.00 0 -100.00
2021-05-17 2021-03-31 13F CHEMED CORP COM 16359R103 1,800 -11,438 -86.40 828 -88.26 0.0023
2021-02-16 2020-12-31 13F CHEMED CORP COM 16359R103 13,238 4,000 43.30 7,051 58.91 0.0188
2020-11-16 2020-09-30 13F CHEMED CORP COM 16359R103 9,238 9,238 4,437 0.0127
2020-02-14 2019-12-31 13F CHEMED CORP COM 16359R103 0 -838 -100.00 0 -100.00
2019-11-14 2019-09-30 13F CHEMED CORP COM 16359R103 838 838 350 0.0009
2019-08-14 2019-06-30 13F CHEMED CORP COM 16359R103 0 -15,699 -100.00 0 -100.00
2019-05-15 2019-03-31 13F CHEMED CORP COM 16359R103 15,699 -3,200 -16.93 5,025 -6.14 0.0127
2019-02-14 2018-12-31 13F CHEMED CORP COM 16359R103 18,899 10,947 137.66 5,354 110.70 0.0146
2018-11-14 2018-09-30 13F CHEMED CORP COM 16359R103 7,952 7,952 2,541 0.0062
2018-08-14 2018-06-30 13F CHEMED CORP COM 16359R103 0 -3,214 -100.00 0 -100.00
2018-05-15 2018-03-31 13F CHEMED CORP COM 16359R103 3,214 -5,061 -61.16 877 -56.39 0.0024
2018-02-14 2017-12-31 13F CHEMED CORP COM 16359R103 8,275 0 0.00 2,011 20.28 0.0054
2017-11-14 2017-09-30 13F CHEMED CORP COM 16359R103 8,275 0 0.00 1,672 -1.18 0.0047
2017-08-14 2017-06-30 13F CHEMED CORP COM 16359R103 8,275 200 2.48 1,692 14.71 0.0056
2017-05-15 2017-03-31 13F CHEMED CORP COM 16359R103 8,075 -13,638 -62.81 1,475 -57.65 0.0048
2017-02-14 2016-12-31 13F CHEMED CORP COM 16359R103 21,713 -10,057 -31.66 3,483 -22.29 0.0133
2016-11-14 2016-09-30 13F CHEMED CORP COM 16359R103 31,770 29,908 1,606.23 4,482 1,664.57 0.0191
2016-08-15 2016-06-30 13F CHEMED CORP COM 16359R103 1,862 1,862 0.00 254 0.0013
2014-08-14 2014-06-30 13F Chemed Common Stock 16359R103 0 -16,573 -100.00 0 -100.00
2014-05-15 2014-03-31 13F Chemed Common Stock 16359R103 16,573 2,900 21.21 1,483 41.37 0.0135
2014-02-14 2013-12-31 13F Chemed Common Stock 16359R103 13,673 3,600 35.74 1,049 45.69 0.0101
2013-11-14 2013-09-30 13F Chemed Common Stock 16359R103 10,073 10,073 720 0.0086
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.