Investor Details
| Filer Name: | POLITAN CAPITAL MANAGEMENT LP |
|---|---|
| CIK: | 1885245 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 4 |
| Portfolio Value: | $1.54B |
Politan Capital Management Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MASI | US | MASIMO CORP | 4,714,746 | $779M | 50.51% | - | - |
| CNC | US | CENTENE CORP | 8,772,434 | $531M | 34.44% | -27.7% | - |
| AZTA | US | AZENTA INC | 4,612,747 | $231M | 14.95% | 0.0% | - |
| FUN | US | SIX FLAGS ENTERTAINMENT CORP | 33,656 | $2M | 0.11% | -75.0% | - |