Concentra investor Ortenzio reports 5.3% stake

Rhea-AI Filing Summary

Concentra Group Holdings Parent, Inc. (CON) received Amendment No. 4 to a Schedule 13D from stockholder Robert A. Ortenzio, correcting an earlier administrative error in his reported holdings. Ortenzio now reports beneficial ownership of 6,648,222 shares of common stock, representing approximately 5.3% of the outstanding common stock.

He may be deemed to have sole voting and dispositive powershared voting and dispositive power

Filing Explained

The amendment corrects the prior ownership calculation and clarifies the reported control allocation: Robert A. Ortenzio reports 4,663,794 shares with sole voting power and 1,984,428 shares with shared voting and shared dispositive power.

Key Figures

Aggregate shares beneficially owned: 6,648,222 shares of common stock Percent of class beneficially owned: 5.3% Sole voting and dispositive power: 4,663,794 shares +3 more

6 metrics

Aggregate shares beneficially owned 6,648,222 shares of common stock Shares beneficially owned by Robert A. Ortenzio

Percent of class beneficially owned 5.3% Percentage of CON common stock outstanding beneficially owned by Robert A. Ortenzio

Sole voting and dispositive power 4,663,794 shares Shares over which Ortenzio has sole power to vote and dispose

Shared voting and dispositive power 1,984,428 shares Shares over which Ortenzio has shared power to vote and dispose

Shares outstanding 127,517,736 shares of common stock CON shares outstanding as of July 31, 2026

Shares held by Robert A. Ortenzio Descendants Trust 882,115 shares of common stock Part of the shared voting and dispositive power holdings

Key Terms

beneficially own, sole voting power, shared dispositive power, Schedule 13D, +1 more

5 terms

beneficially own financial

"The Reporting Person may be deemed to beneficially own an aggregate of 6,648,222 shares"

Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.

sole voting power financial

"the sole power to vote or direct the vote of, and to dispose of"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

shared dispositive power financial

"the shared power to vote or direct the vote of, and to dispose of"

Schedule 13D regulatory

"If the filing person has previously filed a statement on Schedule 13D"

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

Descendants Trust financial

"shares of the Company's common stock owned of record by the Robert A. Ortenzio Descendants Trust"

FAQ

What did Amendment No. 4 to Schedule 13D disclose about CON?

Amendment No. 4 reports that Robert A. Ortenzio beneficially owns 6,648,222 shares of Concentra Group Holdings Parent, Inc. common stock, or about 5.3% of the outstanding shares, and corrects an earlier administrative error in a prior amendment.

How large is Robert A. Ortenzio’s ownership stake in CON?

Robert A. Ortenzio may be deemed to beneficially own 6,648,222 CON shares, representing approximately 5.3% of the company’s common stock outstanding, based on 127,517,736 shares outstanding as of July 31, 2026.

How many CON shares does Ortenzio control with sole voting power?

Robert A. Ortenzio has sole voting and dispositive power over 4,663,794 shares of Concentra Group Holdings Parent, Inc. common stock, according to the amended Schedule 13D.

How many CON shares are subject to shared voting or dispositive power?

The filing states that Robert A. Ortenzio has shared voting and dispositive power over 1,984,428 CON shares, including shares held by several family trusts such as the Robert A. Ortenzio Descendants Trust and other related trusts.

What error does this CON Schedule 13D amendment correct?

Amendment No. 4 states it corrects an inadvertent administrative error in the calculation of the number of CON shares beneficially owned that had been disclosed in Amendment No. 3 filed on August 24, 2026.

What share count was used to calculate Ortenzio’s 5.3% ownership of CON?

The reported 5.3% beneficial ownership of CON is calculated based on 127,517,736 shares of Concentra Group Holdings Parent, Inc. common stock outstanding as of July 31, 2026, as disclosed in the company’s Form 10-Q.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/01/2026 - 04:31 PM Accepted by SEC EDGAR 09/01/2026 - 04:30 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 4)

Concentra Group Holdings Parent, Inc.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

20603L102

(CUSIP Number)

Timothy F. Ryan
Concentra Group Holdings Parent, Inc., 5080 Spectrum Drive, Suite 1200W
Addison, TX, 75001
(972) 364-8000

Stephen M. Leitzell
Dechert LLP, 2929 Arch Street
Philadelphia, PA, 19104
(215) 994-2621

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

09/01/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 20603L102

1

Name of reporting person

Robert A. Ortenzio

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 4,663,794.00
8	Shared Voting Power 1,984,428.00
9	Sole Dispositive Power 4,763,794.00
10	Shared Dispositive Power 1,984,428.00

11

Aggregate amount beneficially owned by each reporting person

6,648,222.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

5.2 %

14

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person:

Based on 127,517,736 shares of the Company's common stock outstanding as of July 31, 2026 as disclosed on Issuer's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 filed on August 6, 2026.

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, par value $0.01 per share
(b)	Name of Issuer: Concentra Group Holdings Parent, Inc.
(c)	Address of Issuer's Principal Executive Offices: 5080 Spectrum Drive, Suite 1200W, Addison, TEXAS , 75001.
Item 1 Comment: This amendment No. 4 ("Amendment No. 4") to Schedule 13D is being filed on behalf of Robert A. Ortenzio relating to the common stock, par value $0.01 per share (the "Common Stock"), of Concentra Group Holdings Parent, Inc., a Delaware corporation (the "Company"). This Amendment No. 4 modifies the original Schedule 13D filed on December 3, 2024 (as amended and supplemented prior to the filing of this Amendment No. 4, the "Schedule 13D") by Robert A. Ortenzio, a citizen of the United States. This Amendment No. 4 corrects an inadvertent administrative error in the calculation of the number of shares of Common Stock disclosed as beneficially owned in Amendment No. 3 to Schedule 13D filed with the Securities and Exchange Commission on August 24, 2026. Capitalized terms used but not defined in this Amendment No. 4 shall have the meanings set forth in the Schedule 13D. Except as specifically amended by this Amendment No. 4, the Schedule 13D is unchanged.
Item 5.	Interest in Securities of the Issuer
(a)	Sections (a) and (b) of Item 5 of the Schedule 13D are hereby replaced with the following information: "(a)-(b) The Reporting Person may be deemed to beneficially own an aggregate of 6,648,222 shares of the Company's common stock. This aggregate represents approximately 5.3% of the shares of the Company's common stock outstanding. The Reporting Person may be deemed to have (a) the sole power to vote or direct the vote of, and to dispose of or to direct the disposition of, 4,663,794 shares of the Company's common stock and (b) the shared power to vote or direct the vote of, and to dispose of or to direct the disposition of, 1,984,428 shares of the Company's common stock (including 882,115 shares of the Company's common stock owned of record by the Robert A. Ortenzio Descendants Trust, 503,455 shares of the Company's common stock owned of record by the Rocco A. Ortenzio Separate Descendants Trust FBO Robert A. Ortenzio, 196,286 shares of the Company's common stock owned of record by the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio, 196,286 shares of the Company's common stock owned of record by the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio, and 206,286 shares of the Company's common stock owned of record by the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio)."

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Robert A. Ortenzio

Signature:	Robert A. Ortenzio
Name/Title:	/s/ Robert A. Ortenzio
Date:	09/01/2026