13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002826
Total Value
$296.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNUM GROUP | UNMA | 803,865 | $58.7M | 19.80% |
| 2 | GLOBUS MED INC | GMED | 568,465 | $47.0M | 15.86% |
| 3 | PERRIGO CO PLC | PRGO | 1,022,369 | $26.3M | 8.87% |
| 4 | MIRUM PHARMACEUTICALS INC | MIRM | 581,843 | $24.1M | 8.12% |
| 5 | MOLINA HEALTHCARE INC | MOH | 81,842 | $23.8M | 8.03% |
| 6 | THE CIGNA GROUP | 125523100 | 85,861 | $23.7M | 8.00% |
| 7 | ORTHOFIX MED INC | OFIX | 1,057,313 | $18.5M | 6.23% |
| 8 | PENNANT GROUP INC | PNTG | 641,255 | $17.0M | 5.74% |
| 9 | BIOHAVEN LTD | BHVN | 361,420 | $13.5M | 4.55% |
| 10 | IDEAYA BIOSCIENCES INC | IDYA | 524,868 | $13.5M | 4.55% |
| 11 | IQVIA HLDGS INC | IQV | 57,141 | $11.2M | 3.79% |
| 12 | GENWORTH FINL INC | 37247D106 | 1,536,612 | $10.7M | 3.62% |
| 13 | VIKING THERAPEUTICS INC | VKTX | 209,853 | $8.4M | 2.85% |