$110 Million is the total value of Pavadi Capital LLC's 22 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -6,598 | -100.0% | -0.90% | – |
MCK | Exit | MCKESSON CORP | $0 | – | -6,102 | -100.0% | -1.65% | – |
CYH | Exit | COMMUNITY HEALTH SYS INC NEW | $0 | – | -259,719 | -100.0% | -2.72% | – |
QDEL | Exit | QUIDEL CORP | $0 | – | -28,893 | -100.0% | -2.86% | – |
UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -32,983 | -100.0% | -4.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MOLINA HEALTHCARE INC | 8 | Q3 2023 | 9.1% |
CENTENE CORP DEL | 8 | Q3 2023 | 8.1% |
TENET HEALTHCARE CORP | 8 | Q3 2023 | 9.8% |
HUMANA INC | 8 | Q3 2023 | 7.0% |
CVS HEALTH CORP | 8 | Q3 2023 | 5.4% |
HCA HEALTHCARE INC | 8 | Q3 2023 | 6.2% |
UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 5.1% |
CARDINAL HEALTH INC | 7 | Q3 2023 | 7.8% |
AMN HEALTHCARE SVCS INC | 5 | Q2 2023 | 8.2% |
QUEST DIAGNOSTICS INC | 5 | Q4 2022 | 6.2% |
View Pavadi Capital LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View Pavadi Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.