Pavadi Capital as of June 30, 2023
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenet Healthcare Corp Com New (THC) | 9.8 | $8.4M | 103k | 81.38 | |
| AMN Healthcare Services (AMN) | 8.2 | $7.0M | 64k | 109.12 | |
| Molina Healthcare (MOH) | 7.6 | $6.5M | 22k | 301.24 | |
| Patterson Companies (PDCO) | 7.5 | $6.5M | 194k | 33.26 | |
| Baxter International (BAX) | 7.5 | $6.4M | 141k | 45.56 | |
| Humana (HUM) | 7.0 | $6.0M | 13k | 447.13 | |
| Avantor (AVTR) | 6.8 | $5.9M | 286k | 20.54 | |
| Quidel Corp (QDEL) | 6.7 | $5.7M | 69k | 82.86 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 6.6 | $5.7M | 67k | 83.92 | |
| Envista Hldgs Corp (NVST) | 6.0 | $5.1M | 151k | 33.84 | |
| Centene Corporation (CNC) | 5.6 | $4.8M | 72k | 67.45 | |
| Hca Holdings (HCA) | 5.4 | $4.7M | 15k | 303.48 | |
| Integra Lifesciences Hldgs C Com New (IART) | 5.4 | $4.6M | 112k | 41.13 | |
| CVS Caremark Corporation (CVS) | 5.1 | $4.3M | 63k | 69.13 | |
| UnitedHealth (UNH) | 4.8 | $4.1M | 8.5k | 480.64 |
