Pavadi Capital as of Dec. 31, 2022
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 8.8 | $9.4M | 28k | 330.22 | |
| Centene Corporation (CNC) | 7.9 | $8.4M | 102k | 82.01 | |
| Hca Holdings (HCA) | 6.2 | $6.6M | 28k | 239.96 | |
| Quest Diagnostics Incorporated (DGX) | 6.2 | $6.6M | 42k | 156.44 | |
| Hologic (HOLX) | 5.8 | $6.1M | 82k | 74.81 | |
| Integra Lifesciences Hldgs C Com New (IART) | 5.7 | $6.1M | 109k | 56.07 | |
| Cardinal Health (CAH) | 5.7 | $6.1M | 79k | 76.87 | |
| Patterson Companies (PDCO) | 5.7 | $6.1M | 216k | 28.03 | |
| Medtronic SHS (MDT) | 5.5 | $5.9M | 75k | 77.72 | |
| CVS Caremark Corporation (CVS) | 5.4 | $5.7M | 61k | 93.19 | |
| Humana (HUM) | 5.3 | $5.6M | 11k | 512.19 | |
| Cigna Corp (CI) | 5.1 | $5.4M | 16k | 331.34 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 4.9 | $5.3M | 22k | 235.48 | |
| Tenet Healthcare Corp Com New (THC) | 4.7 | $5.0M | 102k | 48.79 | |
| UnitedHealth (UNH) | 4.5 | $4.8M | 9.0k | 530.18 | |
| Anthem (ELV) | 4.3 | $4.5M | 8.8k | 512.97 | |
| Avantor (AVTR) | 4.2 | $4.4M | 211k | 21.09 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 3.9 | $4.2M | 82k | 50.96 |
