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Ryman Healthcare Ltd ASX:RYM

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

31 Dec 2025 to today

Commentary 2 comments

DateManagerActionSummary

31 Mar 2026Cooper InvestorsHeldCooper Investors continues to hold Ryman Healthcare Ltd because the fund views longer-duration and smaller-capitalisation stocks as having unjustifiably de-rated in the current market backdrop, while noting early signs of green shoots in market trends despite ongoing excess inventory. Cooper Investors highlights that Ryman's debt levels are materially below both listed and private equity peers such as Stonepeak, which the fund sees as value latency, and remains engaged with the board and management on the persistently elevated head office costs relative to peers.

Quarterly Report, price recorded $1.70

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31 Dec 2025Cooper InvestorsHeldThe manager continues to hold because Ryman Healthcare was another key performer for the Fund during the quarter. The manager expects Ryman to benefit not only from a NZ recovery but also from demographic tailwinds.

Quarterly Report, price recorded $2.57

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on RYM.

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About Ryman Healthcare Ltd

Real Estate, Healthcare Providers and Services

Ryman Healthcare (ASX:RYM), New Zealand's largest retirement village operator, is held by Cooper Investors as a recovery play. In March 2026, Cooper Investors noted Ryman struggled alongside longer-duration and smaller-cap stocks as the market backdrop changed with rising rates. In December 2025, Cooper said Ryman was a contributor to performance, noting the fund has multiple exposures to a recovery in New Zealand. Ryman Healthcare operates in the Healthcare sector within the Healthcare Providers and Services industry, and Thesis Tracker has captured 2 comments from 1 fund manager, Cooper Investors. Founded in 1984 and headquartered in Christchurch, Ryman develops and operates integrated retirement villages offering independent living, assisted living, rest home, hospital and dementia care across New Zealand and Victoria, Australia, and has been restructuring its balance sheet and management after a period of high debt and weak performance.

Market cap: $1.8b
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%
52-week range: $1.35 to $2.64

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Ryman Healthcare Ltd (ASX:RYM)?

Fund managers including Cooper Investors have invested in Ryman Healthcare Ltd (ASX:RYM).

What opportunities or catalysts do fund managers highlight for Ryman Healthcare Ltd?

Cooper highlights Ryman as an exposure to a New Zealand economic and housing recovery, which contributed to performance.

What are the key risks to the Ryman Healthcare Ltd investment thesis, according to fund managers?

Cooper notes Ryman struggled when rates rose, reflecting sensitivity to interest rates and the New Zealand housing market.

What does Ryman Healthcare Ltd (ASX:RYM) do?

Ryman Healthcare Ltd develops and manages integrated retirement villages for the elderly. Its services include apartments, rest homes, hospitals, dementia care, and short-term care. The company operates in New Zealand and Australia. Founded in 1984 by John William Dudley Ryder and Kevin James Hickman, Ryman Healthcare is headquartered in Christchurch, New Zealand.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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