Q2 2023 Holdings
Filed 2023-08-14 | 15 holdings | $85.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $8.4M | 103,280 | 9.8% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $7.0M | 64,395 | 8.2% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $6.5M | 21,723 | 7.6% |
| Patterson COS Inc(PDCOEUR) | COM | 703395103 | $6.5M | 194,384 | 7.5% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $6.4M | 140,613 | 7.5% |
| Humana Inc(HUM) | COM | 444859102 | $6.0M | 13,330 | 7.0% |
| Avantor Inc(AVTR) | COM | 05352A100 | $5.9M | 285,624 | 6.8% |
| Quidelortho Corp(QDEL) | COM | 219798105 | $5.7M | 68,864 | 6.7% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $5.7M | 67,384 | 6.6% |
| Envista Holdings Corporation(NVST) | COM | 29415F104 | $5.1M | 151,245 | 6.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $4.8M | 71,801 | 5.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $4.7M | 15,378 | 5.4% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $4.6M | 111,955 | 5.4% |
| CVS Health Corp(CVS) | COM | 126650100 | $4.3M | 62,918 | 5.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $4.1M | 8,535 | 4.8% |