Q3 2023 · 13F-HR
Pavadi Capital LLCholdings as filed
Filed 2023-11-14 · accession 0001420506-23-002091
$76.8M
Reported value
16
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $7.0M | 9.11% | 21,340 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $6.1M | 7.95% | 92,667 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $5.9M | 7.75% | 85,594 | Common | SOLE |
| 703395103 | PDCOEUR | PATTERSON COS INC | $5.5M | 7.11% | 184,127 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.4M | 7.04% | 79,488 | Common | SOLE |
| 74051N102 | 2655957D | PREMIER INC | $5.2M | 6.74% | 240,681 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $5.1M | 6.60% | 58,331 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $4.7M | 6.16% | 155,217 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $4.5M | 5.80% | 60,963 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $4.4M | 5.78% | 64,391 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $3.9M | 5.09% | 56,018 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $3.9M | 5.06% | 7,711 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $3.9M | 5.03% | 15,711 | Common | SOLE |
| 457985208 | IART | INTEGRA LIFESCIENCES HLDGS C | $3.8M | 4.97% | 99,999 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $3.8M | 4.96% | 7,822 | Common | SOLE |
| 29415F104 | NVST | ENVISTA HOLDINGS CORPORATION | $3.7M | 4.84% | 133,299 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.