Q4 2022 Holdings
Filed 2023-02-06 | 5 holdings | $105.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Humana Inc(HUM) | COM | 444859102 | $45.7M | 89,135 | 43.1% |
| Elevance Health Inc(ELV) | COM | 036752103 | $28.4M | 55,275 | 26.8% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $14.0M | 100,110 | 13.2% |
| Centene Corp del(CNC) | COM | 15135B101 | $9.0M | 109,271 | 8.5% |
| Moodys Corp(MCO) | COM | 615369105 | $9.0M | 32,128 | 8.4% |