North Tide Capital as of March 31, 2015
Portfolio Holdings for North Tide Capital
North Tide Capital holds 20 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Select Medical Holdings Corporation (SEM) | 15.1 | $200M | 14M | 14.83 | |
| Kindred Healthcare | 9.9 | $131M | 5.5M | 23.79 | |
| Amedisys (AMED) | 8.1 | $107M | 4.0M | 26.78 | |
| Teva Pharmaceutical Industries (TEVA) | 7.1 | $94M | 1.5M | 62.30 | |
| Supervalu | 6.2 | $81M | 7.0M | 11.63 | |
| Boston Scientific Corporation (BSX) | 6.0 | $80M | 4.5M | 17.75 | |
| Community Health Systems (CYH) | 5.9 | $78M | 1.5M | 52.28 | |
| Healthways | 5.7 | $76M | 3.9M | 19.70 | |
| Orthofix International Nv Com Stk | 4.9 | $65M | 1.8M | 35.89 | |
| Mylan Nv | 4.5 | $59M | 1.0M | 59.35 | |
| Almost Family | 4.2 | $56M | 1.3M | 44.71 | |
| Valeant Pharmaceuticals Int | 3.8 | $50M | 250k | 198.62 | |
| Genomic Health | 3.5 | $46M | 1.5M | 30.55 | |
| Express Scripts Holding | 3.3 | $43M | 500k | 86.77 | |
| Syneron Medical Ltd ord | 2.8 | $37M | 3.0M | 12.38 | |
| Magellan Health Services | 2.7 | $35M | 500k | 70.82 | |
| Baxter International (BAX) | 2.6 | $34M | 500k | 68.50 | |
| Vivus | 2.3 | $31M | 13M | 2.46 | |
| Fred's | 0.8 | $11M | 639k | 17.09 | |
| Aegerion Pharmaceuticals | 0.6 | $7.9M | 300k | 26.17 |
