StockDriftsStockDriftsTop 14 Pavadi Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC | 10.09% | 17.4K | $8.2M | +96.67%(+8.54K) | — | 2023-12-31 | |
| UNH | UNITEDHEALTH GROUP INC | 9.9% | 15.3K | $8.0M | +98.04%(+7.56K) | — | 2023-12-31 | |
| HCA | HCA HEALTHCARE INC | 9.31% | 27.9K | $7.6M | +77.75%(+12.22K) | — | 2023-12-31 | |
| MOH | MOLINA HEALTHCARE INC | 8.49% | 19.1K | $6.9M | -10.60%(-2.26K) | — | 2023-12-31 | |
| CNC | CENTENE CORP DEL | 8.44% | 92.3K | $6.9M | +43.42%(+27.96K) | — | 2023-12-31 | |
| CVS | CVS HEALTH CORP | 8.32% | 85.6K | $6.8M | +52.77%(+29.56K) | — | 2023-12-31 | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 8.32% | 55.5K | $6.8M | new | — | 2023-12-31 | |
| HUM | HUMANA INC | 7.83% | 13.9K | $6.4M | +77.42%(+6.06K) | — | 2023-12-31 | |
| BAX | BAXTER INTL INC | 6.25% | 131.3K | $5.1M | -6.61%(-9.30K) | — | 2023-12-31 | |
| PDCO | PATTERSON COS INC | 5.61% | 160.2K | $4.6M | -13.02%(-23.97K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Pavadi Capital Llc reports $81.17M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are ELV (10.1%), UNH (9.9%) and HCA (9.3%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pavadi Capital Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906649). View Pavadi Capital Llc’s 13F filings on SEC