Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value: $1.721B (100.0% shares, 0.0% debt)

Holdings (2)

MASI MASIMO CORP 50.8%

Value $875M Shares 4,739,963 Est. Cost $145.92 Unrealized +15.6%

CNC CENTENE CORP DEL 49.2%

Value $846M Shares 13,384,380 Est. Cost $73.50 Unrealized -3.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MASI	MASIMO CORP	4,739,963	$875M	50.8%	$145.92	+15.6%	COM	574795100
CNC	CENTENE CORP DEL	13,384,380	$846M	49.2%	$73.50	-3.4%	COM	15135B101