Q2 2024
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVA | New | DAVITA INC | $163,461,745 | – | 1,179,633 | – | 15.78% | – |
| THC | New | TENET HEALTHCARE CORP | $131,126,740 | – | 985,693 | – | 12.66% | – |
| New | BRIGHTSPRING HEALTH SVCS INC | $93,289,797 | – | 8,212,130 | – | 9.01% | – | |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $83,935,474 | – | 453,877 | – | 8.10% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $83,853,462 | – | 977,427 | – | 8.10% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $68,113,131 | – | 497,612 | – | 6.58% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $68,004,851 | – | 5,622,559 | – | 6.56% | – |
| PNTG | New | PENNANT GROUP INC | $64,775,120 | – | 2,793,235 | – | 6.25% | – |
| HCA | New | HCA HEALTHCARE INC | $64,364,593 | – | 200,338 | – | 6.21% | – |
| SEM | New | SELECT MED HLDGS CORP | $49,822,293 | – | 1,421,058 | – | 4.81% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $30,862,268 | – | 456,948 | – | 2.98% | – |
| RDNT | New | RADNET INC | $30,004,833 | – | 509,247 | – | 2.90% | – |
| New | ENHABIT INC | $28,961,840 | – | 3,246,843 | – | 2.80% | – | |
| MCK | New | MCKESSON CORP | $27,133,330 | – | 46,458 | – | 2.62% | – |
| OSCR | New | OSCAR HEALTH INCcl a | $16,485,215 | – | 1,042,049 | – | 1.59% | – |
| ABC | New | CENCORA INC | $14,768,415 | – | 65,550 | – | 1.43% | – |
| EHTH | New | EHEALTH INC | $10,854,727 | – | 2,396,187 | – | 1.05% | – |
| TRUP | New | TRUPANION INC | $6,001,099 | – | 204,119 | – | 0.58% | – |