Q4 2023 · 13F-HR
Pavadi Capital LLCholdings as filed
Filed 2024-02-14 · accession 0001420506-24-000341
$81.2M
Reported value
14
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 036752103 | ELV | ELEVANCE HEALTH INC | $8.2M | 10.1% | 17,374 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $8.0M | 9.90% | 15,271 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $7.6M | 9.31% | 27,927 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $6.9M | 8.49% | 19,079 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $6.9M | 8.44% | 92,349 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $6.8M | 8.32% | 85,580 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $6.8M | 8.32% | 55,515 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $6.4M | 7.83% | 13,878 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $5.1M | 6.25% | 131,315 | Common | SOLE |
| 703395103 | PDCOEUR | PATTERSON COS INC | $4.6M | 5.61% | 160,155 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $4.4M | 5.39% | 56,560 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $3.7M | 4.61% | 50,752 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $3.5M | 4.32% | 46,433 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $2.5M | 3.09% | 40,492 | 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.