Tavio Capital as of March 31, 2020
Portfolio Holdings for Tavio Capital
Tavio Capital holds 6 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 29.6 | $21M | 147k | 139.71 | |
| McKesson Corporation (MCK) | 23.1 | $16M | 118k | 135.26 | |
| Cigna Corp (CI) | 18.0 | $13M | 70k | 177.18 | |
| Centene Corporation (CNC) | 17.6 | $12M | 205k | 59.41 | |
| Zimmer Holdings (ZBH) | 10.5 | $7.3M | 72k | 101.08 | |
| Hca Holdings (HCA) | 1.2 | $820k | 9.1k | 89.86 |
