| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SELECT MED HLDGS CORP COM | 13,450,000 | 199,464,000 | 15.09% | ||
| 2 | KINDRED HEALTHCARE INC | 5,513,999 | 131,178,000 | 9.92% | ||
| 3 | AMEDISYS INC COM | 4,000,000 | 107,120,000 | 8.10% | ||
| 4 | TEVA PHARMACEUTICAL INDS LTD | 1,500,000 | 93,450,000 | 7.07% | ||
| 5 | SUPERVALU Inc | 7,000,000 | 81,410,000 | 6.16% | ||
| 6 | BOSTON SCIENTIFIC CORP | 4,500,000 | 79,875,000 | 6.04% | ||
| 7 | COMMUNITY HEALTH SYS INC NEW COM | 1,500,000 | 78,420,000 | 5.93% | ||
| 8 | HEALTHWAYS INC | 3,850,000 | 75,845,000 | 5.74% | ||
| 9 | ORTHOFIX INTERNATIONAL NV | 1,800,000 | 64,602,000 | 4.89% | ||
| 10 | MYLAN N V | 1,000,000 | 59,350,000 | 4.49% | ||
| 11 | ALMOST FAMILY INC COM | 1,250,000 | 55,888,000 | 4.23% | ||
| 12 | VALEANT PHARMACEUTICALS INTL | 250,000 | 49,655,000 | 3.76% | ||
| 13 | GENOMIC HEALTH INC COM | 1,500,000 | 45,825,000 | 3.47% | ||
| 14 | EXPRESS SCRIPTS HLDG CO | 500,000 | 43,385,000 | 3.28% | ||
| 15 | SYNERON MEDICAL LTD ORD SHS | 3,000,000 | 37,140,000 | 2.81% | ||
| 16 | MAGELLAN HEALTH INC COM NEW | 500,000 | 35,410,000 | 2.68% | ||
| 17 | BAXTER INTL INC | 500,000 | 34,250,000 | 2.59% | ||
| 18 | VIVUS INC | 12,500,000 | 30,750,000 | 2.33% | ||
| 19 | FREDS INC-TENN CL A | 638,900 | 10,919,000 | 0.83% | ||
| 20 | AEGERION PHARMACEUTICALS INC | 300,000 | 7,851,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-020122, filed 2015.05.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
