Pavadi Capital as of March 31, 2023
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Integra Lifesciences Hldgs C Com New (IART) | 8.1 | $7.4M | 129k | 57.41 | |
| Envista Hldgs Corp (NVST) | 8.0 | $7.3M | 179k | 40.88 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 7.9 | $7.3M | 88k | 82.56 | |
| Tenet Healthcare Corp Com New (THC) | 7.8 | $7.2M | 120k | 59.42 | |
| Molina Healthcare (MOH) | 7.4 | $6.8M | 25k | 267.49 | |
| Baxter International (BAX) | 7.0 | $6.4M | 158k | 40.56 | |
| AMN Healthcare Services (AMN) | 6.9 | $6.3M | 76k | 82.96 | |
| Avantor (AVTR) | 6.9 | $6.3M | 298k | 21.14 | |
| Cardinal Health (CAH) | 6.6 | $6.0M | 80k | 75.50 | |
| Medtronic SHS (MDT) | 6.4 | $5.9M | 73k | 80.62 | |
| CVS Caremark Corporation (CVS) | 5.3 | $4.8M | 65k | 74.31 | |
| Hca Holdings (HCA) | 5.2 | $4.8M | 18k | 263.68 | |
| Centene Corporation (CNC) | 5.1 | $4.7M | 74k | 63.21 | |
| UnitedHealth (UNH) | 5.0 | $4.6M | 9.8k | 472.59 | |
| Humana (HUM) | 5.0 | $4.5M | 9.3k | 485.46 | |
| McKesson Corporation (MCK) | 1.5 | $1.3M | 3.8k | 356.05 |
