Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value: $1.476B (100.0% shares, 0.0% debt)

Holdings (3)

CNC CENTENE CORP DEL 56.6%

Value $836M Shares 12,137,283 Est. Cost $73.50 Unrealized -9.5%

MASI MASIMO CORP 28.0%

Value $413M Shares 4,713,518 Est. Cost $145.92 Unrealized -20.2%

AZTA AZENTA INC 15.4%

Value $227M Shares 4,519,003 Est. Cost $47.39 Unrealized +6.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	12,137,283	$836M	56.6%	$73.50	-9.5%	COM	15135B101
MASI	MASIMO CORP	4,713,518	$413M	28.0%	$145.92	-20.2%	COM	574795100
AZTA	AZENTA INC	4,519,003	$227M	15.4%	$47.39	+6.1%	COM	114340102