| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SELECT MED HLDGS CORP COM | 13,100,000 | 176,850,000 | 19.25% | ||
| 2 | SUPERVALU Inc | 24,500,000 | 122,255,000 | 13.31% | ||
| 3 | HEALTHWAYS INC | 4,500,000 | 119,070,000 | 12.96% | ||
| 4 | MYLAN N V | 2,000,000 | 76,240,000 | 8.30% | ||
| 5 | COMMUNITY HEALTH SYS INC NEW COM | 5,500,000 | 63,470,000 | 6.91% | ||
| 6 | GILEAD SCIENCES INC | 800,000 | 63,296,000 | 6.89% | ||
| 7 | VALEANT PHARMACEUTICALS INTL | 2,000,000 | 49,100,000 | 5.35% | ||
| 8 | PERRIGO CO PLC | 500,000 | 46,165,000 | 5.03% | ||
| 9 | KINDRED HEALTHCARE INC | 4,000,000 | 40,880,000 | 4.45% | ||
| 10 | LIFEPOINT HOSPS INC | 500,000 | 29,615,000 | 3.22% | ||
| 11 | ALMOST FAMILY INC COM | 700,000 | 25,739,000 | 2.80% | ||
| 12 | SYNERON MEDICAL LTD ORD SHS | 3,500,000 | 25,060,000 | 2.73% | ||
| 13 | BIOSCRIP INC | 8,500,000 | 24,565,000 | 2.67% | ||
| 14 | MYRIAD GENETICS INC | 1,000,000 | 20,580,000 | 2.24% | ||
| 15 | QUORUM HEALTH CORP | 2,500,000 | 15,675,000 | 1.71% | ||
| 16 | VIVUS INC | 13,587,460 | 15,490,000 | 1.69% | ||
| 17 | ADDUS HOMECARE CORP COM | 174,079 | 4,554,000 | 0.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086172, filed 2016.11.14).
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.
