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 | 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 |
