Tavio Capital as of June 30, 2019
Portfolio Holdings for Tavio Capital
Tavio Capital holds 10 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zimmer Holdings (ZBH) | 16.6 | $41M | 347k | 117.74 | |
| Centene Corporation (CNC) | 13.8 | $34M | 649k | 52.44 | |
| Molina Healthcare (MOH) | 13.7 | $34M | 236k | 143.14 | |
| Laboratory Corp. of America Holdings | 12.5 | $31M | 178k | 172.90 | |
| Anthem (ELV) | 12.0 | $30M | 105k | 282.21 | |
| McKesson Corporation (MCK) | 8.2 | $20M | 151k | 134.39 | |
| Danaher Corporation (DHR) | 7.2 | $18M | 125k | 142.92 | |
| Hca Holdings (HCA) | 6.5 | $16M | 118k | 135.17 | |
| Patterson Companies (PDCO) | 4.7 | $12M | 510k | 22.90 | |
| DaVita (DVA) | 4.7 | $12M | 206k | 56.26 |
