Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value: $1.661B (100.0% shares, 0.0% debt)

Holdings (2)

CNC CENTENE CORP 60.5%

Value $1.005B Shares 12,914,408 Est. Cost $73.43 Unrealized +21.7%

MASI MASIMO CORP 39.5%

Value $656M Shares 4,648,869 Est. Cost $146.09 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP	12,914,408	$1.005B	60.5%	$73.43	+21.7%	COM	15135B101
MASI	MASIMO CORP	4,648,869	$656M	39.5%	$146.09	0.0%	COM	574795100