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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MOLINA HEALTHCARE INC | $198.9M | 1146378 | 22.92% |
| 2 | CENTENE CORP DEL | $193.7M | 4706250 | 22.31% |
| 3 | ELEVANCE HEALTH INC | $179.3M | 511585 | 20.66% |
| 4 | BRIGHTSPRING HEALTH SVCS INC | $78.2M | 2087076 | 9.00% |
| 5 | ENHABIT INC | $46.9M | 5084714 | 5.40% |
| 6 | CVS HEALTH CORP | $40.9M | 514834 | 4.71% |
| 7 | ALIGNMENT HEALTHCARE INC | $36.9M | 1868367 | 4.25% |
| 8 | HEALTHCARE SVCS GROUP INC | $30.4M | 1592565 | 3.51% |
| 9 | CARDINAL HEALTH INC | $28.5M | 138795 | 3.29% |
| 10 | PACS GROUP INC | $23.4M | 610070 | 2.70% |
| 11 | EHEALTH INC | $10.7M | 2332017 | 1.24% |
| 12 | PENNANT GROUP INC | $245K | 8705 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.