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 (LH) | 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 |