Tavio Capital LLC Buys Humana Inc, Boston Scientific Corp, Wright Medical Group NV, Sells Centene Corp, Anthem Inc, Danaher Corp

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Nov 14, 2019
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Investment company Tavio Capital LLC (Current Portfolio) buys Humana Inc, Boston Scientific Corp, Wright Medical Group NV, McKesson Corp, PRA Health Sciences Inc, sells Centene Corp, Anthem Inc, Danaher Corp, DaVita Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Tavio Capital LLC. As of 2019Q3, Tavio Capital LLC owns 11 stocks with a total value of $189 million. These are the details of the buys and sells.

For the details of Tavio Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tavio+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Tavio Capital LLC
  1. Zimmer Biomet Holdings Inc (ZBH) - 284,523 shares, 20.64% of the total portfolio. Shares reduced by 18.07%
  2. Laboratory Corp of America Holdings (LH) - 195,916 shares, 17.40% of the total portfolio. Shares added by 9.81%
  3. McKesson Corp (MCK) - 185,502 shares, 13.40% of the total portfolio. Shares added by 23.19%
  4. Molina Healthcare Inc (MOH) - 221,878 shares, 12.87% of the total portfolio. Shares reduced by 5.86%
  5. HCA Healthcare Inc (HCA) - 143,333 shares, 9.12% of the total portfolio. Shares added by 21.10%
New Purchase: Humana Inc (HUM)

Tavio Capital LLC initiated holding in Humana Inc. The purchase prices were between $255.67 and $304.87, with an estimated average price of $280.13. The stock is now traded at around $318.90. The impact to a portfolio due to this purchase was 8.36%. The holding were 61,885 shares as of .

New Purchase: Boston Scientific Corp (BSX)

Tavio Capital LLC initiated holding in Boston Scientific Corp. The purchase prices were between $40.31 and $43.45, with an estimated average price of $42.38. The stock is now traded at around $41.42. The impact to a portfolio due to this purchase was 3.54%. The holding were 164,433 shares as of .

New Purchase: Wright Medical Group NV (WMGI)

Tavio Capital LLC initiated holding in Wright Medical Group NV. The purchase prices were between $20.05 and $29.94, with an estimated average price of $23.8. The stock is now traded at around $29.39. The impact to a portfolio due to this purchase was 3.53%. The holding were 323,625 shares as of .

New Purchase: PRA Health Sciences Inc (PRAH)

Tavio Capital LLC initiated holding in PRA Health Sciences Inc. The purchase prices were between $92.48 and $106.65, with an estimated average price of $99.28. The stock is now traded at around $102.25. The impact to a portfolio due to this purchase was 2.52%. The holding were 48,063 shares as of .

New Purchase: Cigna Corp (CI)

Tavio Capital LLC initiated holding in Cigna Corp. The purchase prices were between $146.27 and $179.96, with an estimated average price of $162.65. The stock is now traded at around $190.25. The impact to a portfolio due to this purchase was 2.49%. The holding were 31,004 shares as of .

Added: McKesson Corp (MCK)

Tavio Capital LLC added to a holding in McKesson Corp by 23.19%. The purchase prices were between $134.24 and $148.53, with an estimated average price of $141.77. The stock is now traded at around $145.70. The impact to a portfolio due to this purchase was 2.52%. The holding were 185,502 shares as of .

Added: HCA Healthcare Inc (HCA)

Tavio Capital LLC added to a holding in HCA Healthcare Inc by 21.10%. The purchase prices were between $117.4 and $146.16, with an estimated average price of $129.24. The stock is now traded at around $134.39. The impact to a portfolio due to this purchase was 1.59%. The holding were 143,333 shares as of .

Added: Patterson Companies Inc (PDCO)

Tavio Capital LLC added to a holding in Patterson Companies Inc by 27.71%. The purchase prices were between $16.04 and $22.53, with an estimated average price of $18.7. The stock is now traded at around $18.28. The impact to a portfolio due to this purchase was 1.33%. The holding were 651,397 shares as of .

Sold Out: Centene Corp (CNC)

Tavio Capital LLC sold out a holding in Centene Corp. The sale prices were between $43.13 and $54.51, with an estimated average price of $48.71.

Sold Out: Anthem Inc (ANTM)

Tavio Capital LLC sold out a holding in Anthem Inc. The sale prices were between $237.69 and $310.48, with an estimated average price of $273.94.

Sold Out: Danaher Corp (DHR)

Tavio Capital LLC sold out a holding in Danaher Corp. The sale prices were between $135.4 and $146.47, with an estimated average price of $141.32.

Sold Out: DaVita Inc (DVA)

Tavio Capital LLC sold out a holding in DaVita Inc. The sale prices were between $52.55 and $63.28, with an estimated average price of $58.06.



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