What smart money is saying about Ensign Group
1 fund in our archive has pitched Ensign Group, most recently Cooper Investors Global Endowment in September 2025.
The Ensign Group, Inc. provides health care services in the post-acute care continuum and other ancillary businesses. The company operates in two segments, Skilled Services and Real Estate. The company offers skilled services, which include short and long-term nursing care services for patients with chronic conditions, prolonged illness, and the elderly; and physical, occupational, and speech therapies and other rehabilitative and healthcare services. It also provides standard services, such as room and board, special nutritional programs, social, recreational, entertainment, and other services. In addition, the company offers senior living, as well as mobile diagnostics services; leases real estate properties; and provides other ancillary services consisting of digital x-ray, ultrasound, electrocardiogram, laboratory, sub-acute, and patient transportation services to people in their homes or at long-term care facilities. As of April 4, 2022, it operated 252 healthcare facilities in Arizona, California, Colorado, Idaho, Iowa, Kansas, Nebraska, Nevada, South Carolina, Texas, Utah, Washington, and Wisconsin. The company was incorporated in 1999 and is based in San Juan Capistrano, California.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
7 lettersToo few moves on Ensign Group yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q3 2026, 8 fund letters reported a position in Ensign Group, with 1 buy (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 4 | 1 | 2 | 0 |
| Q4 2025 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 4 moves
- September 2026
“During the quarter, we closed short positions in Bending Spoons SpA (BSP), Chipotle Mexican Grill (CMG), The Ensign Group (ENSG), Gemini Space Station (GEMI), Jersey Mike's Subs (JMKE), Moderna (MRNA), Reformation (REF), Once Upon a Farm (OFRM), and X-Energy Inc. (XE).”
Ensign Group - June 2026
“Within health care, weakness in provider and select medical technology holdings offset otherwise solid contributions from biotechnology and life sciences tools holdings. Ensign Group, a skilled nursing facility operator, was pressured after regulatory and short-seller-related concerns emerged, reducing visibility and causing us to exit the position.”
Ensign Group - June 2026
“Ensign Group (ENSG) operates a network of skilled nursing (SNF’s), senior living and other facilities that provide post-acute care healthcare services. We decided to exit our position after the company was subject to a short report that included allegations that directly contradicted our thesis and the company’s own claims about the quality of care delivered to residents of their facilities.”
Ensign Group - HoldsBridge City Capital Small Cap Growth CompositeJune 2026
“-0.6%1.9%The Ensign Group, Inc.”
Ensign Group - June 2026
“Ensign Group's share price declined by more than 15%. Ensign is the leading operator of skilled nursing facilities in the U.S. It’s a remarkable company and a good example of the type of company we are identifying and adding to the portfolio. The more interaction we have with management, the more impressed we are so we have been taking up our long term view of the company. The price decline caused by the short report provided us the opportunity to increase the number of shares we owned by 60%. The share price has already fully recovered and Ensign now is an overweight holding.”
Ensign Group - December 2025
Listed in Wasatch Small Cap Growth Fund’s reported holdings.
Ensign Group - December 2025
“Ensign Group, Inc. 3.6%”
Ensign Group - September 2025
“Ensign Group is a prime example of the ‘Capital Allocator Champion’ philosophy being applied into skilled nursing homes.”
Ensign Group
Fund coverage · 1 thesis
- Cooper Investors Global EndowmentSeptember 2025
Ensign Group is a decentralised operator of skilled nursing facilities with strong organic and acquisition-driven compounding, delivering durable returns.
Read the full thesis
Read every full thesis on Ensign Group
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→