$106 Million is the total value of Pavadi Capital LLC's 18 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | QUIDELORTHO CORP | $0 | – | -31,327 | -100.0% | -2.14% | – | |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -94,340 | -100.0% | -2.56% | – |
| MD | Exit | PEDIATRIX MEDICAL GROUP INC | $0 | – | -167,304 | -100.0% | -2.64% | – |
| FLGT | Exit | FULGENT GENETICS INC | $0 | – | -74,125 | -100.0% | -2.71% | – |
| SYNH | Exit | SYNEOS HEALTH INCcl a | $0 | – | -70,365 | -100.0% | -3.18% | – |
| MRVI | Exit | MARAVAI LIFESCIENCES HLDGS I | $0 | – | -144,569 | -100.0% | -3.53% | – |
| INMD | Exit | INMODE LTD | $0 | – | -129,357 | -100.0% | -3.61% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -31,537 | -100.0% | -4.09% | – |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -48,556 | -100.0% | -4.10% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -56,268 | -100.0% | -5.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.