13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000902664-24-006597
Total Value
$1.77B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTENE CORP | CNC | 12,135,044 | $913.5M | 51.58% |
| 2 | MASIMO CORP | MASI | 4,714,746 | $628.6M | 35.50% |
| 3 | AZENTA INC | AZTA | 4,611,752 | $223.4M | 12.61% |
| 4 | SIX FLAGS ENTERTAINMENT CORP | FUN | 134,694 | $5.4M | 0.31% |