Pavadi Capital as of March 31, 2022
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 7.3 | $8.2M | 25k | 333.59 | |
| Centene Corporation (CNC) | 6.6 | $7.5M | 89k | 84.19 | |
| Tenet Healthcare Corp Com New (THC) | 6.0 | $6.9M | 80k | 85.96 | |
| Cardinal Health (CAH) | 5.6 | $6.4M | 113k | 56.70 | |
| AMN Healthcare Services (AMN) | 4.8 | $5.4M | 52k | 104.33 | |
| Quest Diagnostics Incorporated (DGX) | 4.7 | $5.3M | 39k | 136.86 | |
| Syneos Health Cl A | 4.6 | $5.3M | 65k | 80.95 | |
| Hologic (HOLX) | 4.4 | $5.0M | 65k | 76.83 | |
| Universal Hlth Svcs CL B (UHS) | 4.2 | $4.8M | 33k | 144.95 | |
| Laboratory Corp Amer Hldgs Com New | 4.2 | $4.7M | 18k | 263.67 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 4.1 | $4.7M | 133k | 35.27 | |
| CVS Caremark Corporation (CVS) | 3.9 | $4.4M | 44k | 101.21 | |
| Inmode SHS (INMD) | 3.9 | $4.4M | 119k | 36.91 | |
| Dentsply Sirona (XRAY) | 3.8 | $4.3M | 87k | 49.21 | |
| Fulgent Genetics (FLGT) | 3.8 | $4.3M | 68k | 62.41 | |
| UnitedHealth (UNH) | 3.5 | $4.0M | 7.9k | 509.93 | |
| Humana (HUM) | 3.5 | $4.0M | 9.2k | 435.12 | |
| Hca Holdings (HCA) | 3.3 | $3.8M | 15k | 250.60 | |
| Anthem (ELV) | 3.3 | $3.8M | 7.7k | 491.16 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 3.3 | $3.7M | 121k | 30.53 | |
| Cigna Corp (CI) | 3.0 | $3.4M | 14k | 239.61 | |
| Quidel Corporation | 2.9 | $3.2M | 29k | 112.45 | |
| Community Health Systems (CYH) | 2.7 | $3.1M | 260k | 11.87 | |
| McKesson Corporation (MCK) | 1.6 | $1.9M | 6.1k | 306.13 | |
| AmerisourceBergen (COR) | 0.9 | $1.0M | 6.6k | 154.74 |
