Pavadi Capital as of June 30, 2022
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 22 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 8.1 | $9.0M | 106k | 84.61 | |
| Molina Healthcare (MOH) | 7.4 | $8.2M | 29k | 279.60 | |
| Cardinal Health (CAH) | 6.4 | $7.0M | 134k | 52.27 | |
| AMN Healthcare Services (AMN) | 6.1 | $6.8M | 62k | 109.71 | |
| Quest Diagnostics Incorporated (DGX) | 5.6 | $6.1M | 46k | 132.98 | |
| Syneos Health Cl A | 5.0 | $5.5M | 77k | 71.67 | |
| Hologic (HOLX) | 4.9 | $5.4M | 77k | 69.29 | |
| Humana (HUM) | 4.6 | $5.1M | 11k | 468.05 | |
| Laboratory Corp Amer Hldgs Com New | 4.5 | $5.0M | 21k | 234.38 | |
| Tenet Healthcare Corp Com New (THC) | 4.5 | $5.0M | 95k | 52.56 | |
| CVS Caremark Corporation (CVS) | 4.4 | $4.8M | 52k | 92.67 | |
| UnitedHealth (UNH) | 4.3 | $4.8M | 9.3k | 513.66 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 4.1 | $4.5M | 159k | 28.41 | |
| Cigna Corp (CI) | 4.1 | $4.5M | 17k | 263.51 | |
| Fulgent Genetics (FLGT) | 4.0 | $4.4M | 81k | 54.53 | |
| Anthem (ELV) | 4.0 | $4.4M | 9.1k | 482.57 | |
| Dentsply Sirona (XRAY) | 3.4 | $3.7M | 103k | 35.73 | |
| Envista Hldgs Corp (NVST) | 3.1 | $3.4M | 89k | 38.54 | |
| Quidel Corp (QDEL) | 3.0 | $3.3M | 34k | 97.17 | |
| Inmode SHS (INMD) | 2.9 | $3.2M | 142k | 22.41 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 2.8 | $3.1M | 144k | 21.53 | |
| Hca Holdings (HCA) | 2.7 | $3.0M | 18k | 168.08 |
