| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SELECT MED HLDGS CORP COM | 13,100,000 | 142,397,000 | 15.87% | ||
| 2 | SUPERVALU Inc | 24,500,000 | 115,640,000 | 12.89% | ||
| 3 | KINDRED HEALTHCARE INC | 8,000,000 | 90,320,000 | 10.06% | ||
| 4 | MYLAN N V | 1,250,000 | 54,050,000 | 6.02% | ||
| 5 | ALMOST FAMILY INC COM | 1,250,000 | 53,263,000 | 5.94% | ||
| 6 | HEALTHWAYS INC | 4,500,000 | 51,975,000 | 5.79% | ||
| 7 | VALEANT PHARMACEUTICALS INTL | 2,500,000 | 50,350,000 | 5.61% | ||
| 8 | BROOKDALE SR LIVING INC | 3,250,000 | 50,180,000 | 5.59% | ||
| 9 | BIOGEN INC | 200,000 | 48,364,000 | 5.39% | ||
| 10 | COMMUNITY HEALTH SYS INC NEW COM | 4,000,000 | 48,200,000 | 5.37% | ||
| 11 | PERRIGO CO PLC | 500,000 | 45,335,000 | 5.05% | ||
| 12 | ALLERGAN PLC | 150,000 | 34,664,000 | 3.86% | ||
| 13 | SYNERON MEDICAL LTD ORD SHS | 3,500,000 | 26,915,000 | 3.00% | ||
| 14 | HALYARD HEALTH INC | 750,000 | 24,390,000 | 2.72% | ||
| 15 | BIOSCRIP INC | 8,500,000 | 21,675,000 | 2.42% | ||
| 16 | QUORUM HEALTH CORP | 2,000,000 | 21,420,000 | 2.39% | ||
| 17 | VIVUS INC | 13,587,460 | 15,218,000 | 1.70% | ||
| 18 | ADDUS HOMECARE CORP COM | 174,079 | 3,034,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076492, filed 2016.08.15).
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.
