Tavio Capital as of Sept. 30, 2019
Portfolio Holdings for Tavio Capital
Tavio Capital holds 11 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Zimmer Holdings (ZBH) | 20.6 | $39M | 285k | 137.27 | |
Laboratory Corp. of America Holdings (LH) | 17.4 | $33M | 196k | 168.00 | |
McKesson Corporation (MCK) | 13.4 | $25M | 186k | 136.66 | |
Molina Healthcare (MOH) | 12.9 | $24M | 222k | 109.72 | |
Hca Holdings (HCA) | 9.1 | $17M | 143k | 120.42 | |
Humana (HUM) | 8.4 | $16M | 62k | 255.67 | |
Patterson Companies (PDCO) | 6.1 | $12M | 651k | 17.82 | |
Boston Scientific Corporation (BSX) | 3.5 | $6.7M | 164k | 40.69 | |
Wright Medical Group Nv | 3.5 | $6.7M | 324k | 20.63 | |
Pra Health Sciences | 2.5 | $4.8M | 48k | 99.22 | |
Cigna Corp (CI) | 2.5 | $4.7M | 31k | 151.79 |