Tavio Capital

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