Boone Capital Management as of March 31, 2024
Portfolio Holdings for Boone Capital Management
Boone Capital Management holds 21 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unum (UNM) | 11.1 | $55M | 1.0M | 53.66 | |
| Cigna Corp (CI) | 9.7 | $48M | 132k | 363.19 | |
| Molina Healthcare (MOH) | 7.1 | $35M | 86k | 410.83 | |
| Colfax Corp (ENOV) | 7.1 | $35M | 563k | 62.45 | |
| Baxter International (BAX) | 6.0 | $30M | 698k | 42.74 | |
| Globus Med Cl A (GMED) | 5.7 | $28M | 530k | 53.64 | |
| Berry Plastics (BERY) | 5.5 | $27M | 450k | 60.48 | |
| Amphastar Pharmaceuticals (AMPH) | 5.4 | $27M | 607k | 43.91 | |
| Viking Therapeutics (VKTX) | 5.1 | $26M | 311k | 82.00 | |
| Bio Rad Labs Cl A (BIO) | 5.1 | $25M | 72k | 345.87 | |
| Ideaya Biosciences (IDYA) | 4.7 | $23M | 532k | 43.88 | |
| Tarsus Pharmaceuticals (TARS) | 4.5 | $22M | 609k | 36.35 | |
| Danaher Corporation (DHR) | 3.3 | $16M | 66k | 249.72 | |
| Mesa Laboratories (MLAB) | 3.0 | $15M | 133k | 109.73 | |
| Orthofix Medical (OFIX) | 2.9 | $14M | 975k | 14.52 | |
| Viatris (VTRS) | 2.7 | $14M | 1.1M | 11.94 | |
| Xenon Pharmaceuticals (XENE) | 2.5 | $13M | 291k | 43.05 | |
| Healthcare Services (HCSG) | 2.3 | $12M | 927k | 12.48 | |
| Mirum Pharmaceuticals (MIRM) | 2.3 | $11M | 452k | 25.12 | |
| Pennant Group (PNTG) | 2.2 | $11M | 564k | 19.63 | |
| Quanterix Ord (QTRX) | 1.6 | $7.8M | 330k | 23.56 |
