Politan Capital Management LP — Q4 2024 13F-HR

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Q4 2024 · 13F-HR

Politan Capital Management LPholdings as filed

Filed 2025-02-14 · accession 0000902664-25-001037

$1.54B

Reported value

Positions

2024-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
574795100	MASI	MASIMO CORP	$779.3M	50.5%	4,714,746	Common	SOLE
15135B101	CNC	CENTENE CORP DEL	$531.4M	34.4%	8,772,434	Common	SOLE
114340102	AZTA	AZENTA INC	$230.6M	14.9%	4,612,747	Common	SOLE
83001C108	FUN	SIX FLAGS ENTERTAINMENT CORP	$1.6M	0.11%	33,656	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.