 MOLINA HEALTHCARE INCMOH |
| 22.92% | — | $198.9M | 1.1M | $0 | 0 | +1.1M | New Buy |
 CENTENE CORP DEL COMCNC |
| 22.31% | 21.11% | $193.7M | 4.7M | $186.7M | 5.2M | -525,300-10.04% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 20.66% | 6.5% | $179.3M | 511,585 | $57.5M | 177,950 | +333,635+187.49% | Add |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 9% | 5.8% | $78.2M | 2.1M | $51.2M | 1.7M | +353,528+20.39% | Add |
| EENHABIT INC COM |
| 5.4% | 3.82% | $46.9M | 5.1M | $33.8M | 4.2M | +865,868+20.52% | Add |
 CVS HEALTH CORPCVS |
| 4.71% | 10.02% | $40.9M | 514,834 | $88.6M | 1.2M | -659,963-56.18% | Reduce |
| AALIGNMENT HEALTHCARE INCALHC |
| 4.25% | 5.71% | $36.9M | 1.9M | $50.5M | 2.9M | -1.0M-35.42% | Reduce |
 HEALTHCARE SVCS GROUP INCHCSG |
| 3.51% | 6.39% | $30.4M | 1.6M | $56.5M | 3.4M | -1.8M-52.58% | Reduce |
 CARDINAL HEALTH INCCAH |
| 3.29% | — | $28.5M | 138,795 | $0 | 0 | +138,795 | New Buy |
 PACS GROUP INCPACS |
| 2.7% | — | $23.4M | 610,070 | $0 | 0 | +610,070 | New Buy |
| EEHEALTH INC COMEHTH |
| 1.24% | 1.14% | $10.7M | 2.3M | $10.1M | 2.3M | 00.00% | Unchanged |
 PENNANT GROUP INCPNTG |
| 0.03% | 4.97% | $245,046 | 8,705 | $43.9M | 1.7M | -1.7M-99.50% | Reduce |
