Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value: $1.777B (100.0% shares, 0.0% debt)

Holdings (2)

CNC CENTENE CORP DEL 60.5%

Value $1.076B Shares 13,114,580 Est. Cost $73.56 Unrealized +11.1%

MASI MASIMO CORP 39.5%

Value $701M Shares 4,739,963 Est. Cost $145.92 Unrealized -5.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	13,114,580	$1.076B	60.5%	$73.56	+11.1%	COM	15135B101
MASI	MASIMO CORP	4,739,963	$701M	39.5%	$145.92	-5.7%	COM	574795100