Tavio Capital as of Dec. 31, 2017
Portfolio Holdings for Tavio Capital
Tavio Capital holds 8 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AmerisourceBergen (COR) | 19.3 | $35M | 385k | 91.82 | |
| Anthem (ELV) | 16.5 | $30M | 135k | 225.01 | |
| Universal Health Services (UHS) | 14.7 | $27M | 237k | 113.35 | |
| Molina Healthcare (MOH) | 13.8 | $25M | 331k | 76.68 | |
| CVS Caremark Corporation (CVS) | 13.3 | $25M | 338k | 72.50 | |
| Boston Scientific Corporation (BSX) | 10.7 | $20M | 794k | 24.79 | |
| DaVita (DVA) | 8.2 | $15M | 209k | 72.25 | |
| Retrophin | 3.4 | $6.2M | 294k | 21.07 |
