13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007179
Total Value
$213.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNUM GROUP | UNMA | 857,565 | $33.9M | 15.88% |
| 2 | THE CIGNA GROUP | 125523100 | 102,623 | $26.2M | 12.27% |
| 3 | MOLINA HEALTHCARE INC | MOH | 92,412 | $24.7M | 11.57% |
| 4 | DANAHER CORPORATION | 235851102 | 88,538 | $22.3M | 10.45% |
| 5 | AMGEN INC | AMGN | 79,150 | $19.1M | 8.96% |
| 6 | ENOVIS CORPORATION | ENOV | 339,758 | $18.2M | 8.51% |
| 7 | BIOGEN INC | BIIB | 59,522 | $16.5M | 7.75% |
| 8 | BAXTER INTL INC | 071813109 | 354,443 | $14.4M | 6.73% |
| 9 | ABBVIE INC | ABBV | 88,026 | $14.0M | 6.57% |
| 10 | COMPUTER PROGRAMS & SYS INC | TBRG | 349,245 | $10.5M | 4.94% |
| 11 | CEREVEL THERAPEUTICS HLDNG I | 15678U128 | 300,000 | $7.3M | 3.43% |
| 12 | QUANTERIX CORP | QTRX | 561,144 | $6.3M | 2.96% |