EULAV Asset Management sold 28,313 shares of Chemed in October 2025. The trade vanished $12.82 million into the void. Stocks fall. So it goes.
What happened
The SEC filing arrived like a telegram from the universe: EULAV shed one-fifth of its Chemed holdings. The fund now clings to 95,205 shares, worth $42.63 million. This is neither tragedy nor triumph. It is arithmetic.
What else to know
Chemed ranks sixth in EULAV’s portfolio. The top five holdings read like a bingo card of Wall Street’s favorite nouns: Heico, Tyler Technologies, MSCI, Waste Connections, Cintas. All are nouns with commas after them.
- Heico: $135.49 million (3.1% of AUM)
- Tyler Technologies: $130.31 million (3.0%)
- MSCI: $114.03 million (2.65%)
- Waste Connections: $109.12 million (2.54%)
- Cintas: $102.97 million (2.39%)
Chemed’s shares slumped to $465.54. Last year’s peak feels like a rumor. The S&P 500 outperformed it by 42 percentage points. Grief is relative. So it goes.
Company Overview
| Metric | Value |
|---|---|
| Price (Oct 29, 2025 close) | $465.54 |
| Market cap | $6.78 billion |
| Revenue (TTM) | $2.53 billion |
| Net income (TTM) | $278.81 million |
Company snapshot
Chemed sells two things:
- Final chapters (via VITAS hospice care)
- Plumbing fixes (via Roto-Rooter)
Both businesses thrive on human frailty. One clogs, the other unclogs. Both are essential. So it goes.
Foolish take
EULAV owned Chemed for a decade. It added shares in 2023 and 2024, when prices flirted with $600. Then it sold at $450. Three days later, Chemed’s earnings report lifted shares 7%. Timing is a cruel joke. So it goes.
VITAS navigates Medicare’s maze. Roto-Rooter navigates yours. Together, they compound quietly. At 19x free cash flow, Chemed isn’t cheap. But it isn’t doomed either. Growth investors crave stories with legs. This one walks, unevenly.
The sale whispers, not shouts. EULAV’s calculus? Perhaps they’ve seen enough final chapters to recognize one. Or maybe they just needed cash to unclog another investment. So it goes 🚀.
Glossary
13F AUM: SEC-disclosed assets under management.
Position: How much of a thing you own when the quarter ends.
TTM: The last 12 months of financial debris.
Palliative care: Making endings comfortable. Like a good investment thesis.
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2025-10-30 17:02