13F Portfolios

RUSH ISLAND MANAGEMENT, LP: SABRA HEALTH CARE REIT INC (SBRA): Quarterly 13F Position History

As of Q2 2026, RUSH ISLAND MANAGEMENT, LP reported 4,210,530 shares of SABRA HEALTH CARE REIT INC (SBRA), worth $82.1M and representing 5.4% of its 13F equity book. Quarter-over-quarter share count change: + 2,612,243 (+163.4%) . The position first appeared in Q2 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 4,210,530 +2,612,243 +163.4% $82.1M 5.4% $19.5
Q1 2026 1,598,287 +1,598,287 $30.7M 2.1% $19.2
Q4 2025 0 0 $0 0.0%
Q3 2025 0 0 $0 0.0%
Q2 2025 0 0 $0 0.0%
Q1 2025 0 0 $0 0.0%
Q4 2024 0 0 $0 0.0%
Q3 2024 0 1,278,922 -100.0% $0 0.0%
Q2 2024 1,278,922 $19.7M 1.6% $15.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did RUSH ISLAND MANAGEMENT, LP first disclose a SBRA position in 13F-HR filings?

RUSH ISLAND MANAGEMENT, LP first reported SABRA HEALTH CARE REIT INC (SBRA) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.

What was RUSH ISLAND MANAGEMENT, LP's most recent quarter-over-quarter share-count change in SBRA?

Between Q1 2026 and Q2 2026, RUSH ISLAND MANAGEMENT, LP added 2,612,243 shares of SBRA (+163.4%), bringing the total reported position to 4,210,530 shares at a market value of $82.1M.

Does the implied price-per-share represent RUSH ISLAND MANAGEMENT, LP's cost basis in SBRA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.