Pavadi Capital as of Sept. 30, 2022
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 23 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 8.5 | $8.8M | 27k | 329.82 | |
| Cardinal Health (CAH) | 7.8 | $8.2M | 122k | 66.68 | |
| Centene Corporation (CNC) | 7.2 | $7.5M | 97k | 77.81 | |
| AMN Healthcare Services (AMN) | 5.7 | $6.0M | 56k | 105.96 | |
| Quest Diagnostics Incorporated (DGX) | 4.9 | $5.2M | 42k | 122.69 | |
| Humana (HUM) | 4.6 | $4.8M | 10k | 485.19 | |
| Hologic (HOLX) | 4.4 | $4.6M | 71k | 64.52 | |
| CVS Caremark Corporation (CVS) | 4.3 | $4.5M | 48k | 95.37 | |
| Tenet Healthcare Corp Com New (THC) | 4.3 | $4.5M | 87k | 51.59 | |
| Cigna Corp (CI) | 4.1 | $4.3M | 16k | 277.50 | |
| UnitedHealth (UNH) | 4.1 | $4.3M | 8.5k | 505.05 | |
| Universal Hlth Svcs CL B (UHS) | 4.1 | $4.3M | 49k | 88.19 | |
| AmerisourceBergen (COR) | 4.1 | $4.3M | 32k | 135.33 | |
| Hca Holdings (HCA) | 4.0 | $4.2M | 23k | 183.77 | |
| Laboratory Corp Amer Hldgs Com New | 3.8 | $4.0M | 20k | 204.82 | |
| Anthem (ELV) | 3.6 | $3.8M | 8.3k | 454.23 | |
| Inmode SHS (INMD) | 3.6 | $3.8M | 129k | 29.11 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 3.5 | $3.7M | 145k | 25.53 | |
| Syneos Health Cl A | 3.2 | $3.3M | 70k | 47.15 | |
| Fulgent Genetics (FLGT) | 2.7 | $2.8M | 74k | 38.12 | |
| Mednax (MD) | 2.6 | $2.8M | 167k | 16.51 | |
| Dentsply Sirona (XRAY) | 2.6 | $2.7M | 94k | 28.35 | |
| Quidel Corp (QDEL) | 2.1 | $2.2M | 31k | 71.47 |
