SEC 13F Intelligence

Broyhill Asset Management, LLC / FMS

Broyhill Asset Management, LLC’s Fresenius Medical Care AG Position

Does Broyhill Asset Management, LLC own Fresenius Medical Care AG (FMS)? Not currently — the last reported position was 77.5K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
77.5K
% of Portfolio
+1.63%
Quarters Held
5
position exited

Position History FMS

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202577.5K$2M+1.63%
Q3 202577.4K$2M+1.79%
Q2 202561.0K$2M+1.58%
Q1 2025147.5K$4M+2.99%
Q4 2024150.7K$3M+3.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Broyhill Asset Management, LLC’s full portfolio or all institutional holders of FMS.