Pavadi Capital as of Dec. 31, 2023
Portfolio Holdings for Pavadi Capital
Pavadi Capital holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 10.1 | $8.2M | 17k | 471.56 | |
| UnitedHealth (UNH) | 9.9 | $8.0M | 15k | 526.47 | |
| Hca Holdings (HCA) | 9.3 | $7.6M | 28k | 270.68 | |
| Molina Healthcare (MOH) | 8.5 | $6.9M | 19k | 361.31 | |
| Centene Corporation (CNC) | 8.4 | $6.9M | 92k | 74.21 | |
| CVS Caremark Corporation (CVS) | 8.3 | $6.8M | 86k | 78.96 | |
| Zimmer Holdings (ZBH) | 8.3 | $6.8M | 56k | 121.70 | |
| Humana (HUM) | 7.8 | $6.4M | 14k | 457.81 | |
| Baxter International (BAX) | 6.3 | $5.1M | 131k | 38.66 | |
| Patterson Companies (PDCO) | 5.6 | $4.6M | 160k | 28.45 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 5.4 | $4.4M | 57k | 77.32 | |
| Quidel Corp (QDEL) | 4.6 | $3.7M | 51k | 73.70 | |
| Tenet Healthcare Corp Com New (THC) | 4.3 | $3.5M | 46k | 75.57 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 3.1 | $2.5M | 41k | 62.00 |
