Politan Capital Management LP Long-Term Concentrated

CIK: 0001885245 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $1,661,104 (100.0% shares, 0.0% debt)

Holdings (2)

CNC CENTENE CORP 60.5%

Value ($000) $1,004,870 Shares 12,914,408 Est. Cost $73.43 Unrealized +21.7%

MASI MASIMO CORP 39.5%

Value ($000) $656,234 Shares 4,648,869 Est. Cost $146.09 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP	12,914,408	$1,004,870	60.5%	$73.43	+21.7%	COM	15135B101
MASI	MASIMO CORP	4,648,869	$656,234	39.5%	$146.09	0.0%	COM	574795100