Pavadi Capital as of Dec. 31, 2021
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 6.9 | $9.1M | 29k | 318.10 | |
| Centene Corporation (CNC) | 6.4 | $8.5M | 103k | 82.40 | |
| McKesson Corporation (MCK) | 6.3 | $8.3M | 33k | 248.56 | |
| Fulgent Genetics (FLGT) | 5.7 | $7.5M | 75k | 100.59 | |
| Quest Diagnostics Incorporated (DGX) | 5.6 | $7.3M | 42k | 173.00 | |
| Tenet Healthcare Corp Com New (THC) | 5.4 | $7.1M | 87k | 81.68 | |
| Cardinal Health (CAH) | 4.8 | $6.3M | 123k | 51.49 | |
| Baxter International (BAX) | 4.7 | $6.2M | 73k | 85.85 | |
| Laboratory Corp Amer Hldgs Com New | 4.7 | $6.2M | 20k | 314.21 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 4.6 | $6.1M | 146k | 41.90 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 4.6 | $6.1M | 165k | 36.85 | |
| Zimmer Holdings (ZBH) | 4.5 | $5.9M | 46k | 127.04 | |
| Hologic (HOLX) | 4.1 | $5.4M | 71k | 76.56 | |
| Dentsply Sirona (XRAY) | 4.0 | $5.3M | 95k | 55.79 | |
| CVS Caremark Corporation (CVS) | 4.0 | $5.2M | 51k | 103.17 | |
| Universal Hlth Svcs CL B (UHS) | 3.9 | $5.1M | 39k | 129.66 | |
| Humana (HUM) | 3.7 | $4.9M | 11k | 463.88 | |
| UnitedHealth (UNH) | 3.5 | $4.5M | 9.1k | 502.10 | |
| Hca Holdings (HCA) | 3.4 | $4.5M | 17k | 256.92 | |
| Quidel Corporation | 3.2 | $4.3M | 32k | 135.00 | |
| Anthem (ELV) | 3.1 | $4.1M | 8.9k | 463.50 | |
| Cigna Corp (CI) | 2.9 | $3.8M | 17k | 229.63 |
