
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.
Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Ensign Group — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- June 2026
“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.”
Read the letterEnsign 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.
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