Pavadi Capital as of Sept. 30, 2023
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 9.1 | $7.0M | 21k | 327.89 | |
| Tenet Healthcare Corp Com New (THC) | 8.0 | $6.1M | 93k | 65.89 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 7.7 | $5.9M | 86k | 69.48 | |
| Patterson Companies (PDCO) | 7.1 | $5.5M | 184k | 29.64 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 7.0 | $5.4M | 80k | 68.04 | |
| Premier Cl A (PINC) | 6.7 | $5.2M | 241k | 21.50 | |
| Cardinal Health (CAH) | 6.6 | $5.1M | 58k | 86.82 | |
| Inmode SHS (INMD) | 6.2 | $4.7M | 155k | 30.46 | |
| Quidel Corp (QDEL) | 5.8 | $4.5M | 61k | 73.04 | |
| Centene Corporation (CNC) | 5.8 | $4.4M | 64k | 68.88 | |
| CVS Caremark Corporation (CVS) | 5.1 | $3.9M | 56k | 69.82 | |
| UnitedHealth (UNH) | 5.1 | $3.9M | 7.7k | 504.19 | |
| Hca Holdings (HCA) | 5.0 | $3.9M | 16k | 245.98 | |
| Integra Lifesciences Hldgs C Com New (IART) | 5.0 | $3.8M | 100k | 38.19 | |
| Humana (HUM) | 5.0 | $3.8M | 7.8k | 486.52 | |
| Envista Hldgs Corp (NVST) | 4.8 | $3.7M | 133k | 27.88 |
