Oep Capital Advisors, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Oep Capital Advisors, L.P. reported 1 stock position worth $194.1 million. Its top holding was Adapthealth (AHCO) at 100.0% of the portfolio. Compared with Q4 2025, it added to 1. The biggest buy was Adapthealth (AHCO, shares +18%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001817681
Portfolio Value
$194.1M (Q1 2026)
SEC Filing
0001817681-26-000003 ↗ filed May 7, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $275.0M Q1 2024 Q2 2024: $139.2M Q2 2024 Q3 2024: $155.2M Q3 2024 Q4 2024: $131.5M Q4 2024 Q1 2025: $149.8M Q1 2025 Q2 2025: $130.3M Q2 2025 Q3 2025: $123.7M Q3 2025 Q4 2025: $137.6M Q4 2025 Q1 2026: $194.1M $194.1M Q1 2026 Q2 2026: $170.0M Q2 2026

Holdings 1 stocks · $194.1M
AHCO Adapthealth Corp. 100.00% 16,312,698 $194.1M Add +18.1%

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
AHCO Adapthealth Corp. Add +18.1% 100.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$170.0MAHCO
Q1 2026 1$194.1MAHCO
Q4 2025 1$137.6MAHCO
Q3 2025 1$123.7MAHCO
Q2 2025 1$130.3MAHCO
Q1 2025 1$149.8MAHCO
Q4 2024 1$131.5MAHCO
Q3 2024 1$155.2MAHCO
Q2 2024 2$139.2MAHCO, ALGM
Q1 2024 2$275.0MAHCO, ALGM