13F HOLDINGS REPORT
BOONE CAPITAL MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007815
Total Value
$293.8M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNUM GROUP | UNMA | 700,600 | $57.1M | 19.42% |
| 2 | MEDTRONIC PLC | MDT | 393,737 | $35.4M | 12.04% |
| 3 | MIRUM PHARMACEUTICALS INC | MIRM | 603,318 | $27.2M | 9.25% |
| 4 | GLOBUS MED INC | GMED | 360,764 | $26.4M | 8.99% |
| 5 | THE CIGNA GROUP | 125523100 | 70,859 | $23.3M | 7.93% |
| 6 | BIOMARIN PHARMACEUTICAL INC | BMRN | 327,279 | $23.1M | 7.87% |
| 7 | MOLINA HEALTHCARE INC | MOH | 67,555 | $22.3M | 7.57% |
| 8 | PERRIGO CO PLC | PRGO | 704,824 | $19.8M | 6.73% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 38,930 | $19.3M | 6.56% |
| 10 | PENNANT GROUP INC | PNTG | 719,137 | $18.1M | 6.16% |
| 11 | ORTHOFIX MED INC | OFIX | 948,202 | $15.5M | 5.26% |
| 12 | BIOHAVEN LTD | BHVN | 270,198 | $6.5M | 2.21% |