POLITAN CAPITAL MANAGEMENT LP

PrivateCIK: 1885245
Location

NEW YORK, NY

2
Positions
$255.02M
Total AUM (reported)
6.76M
Total Shares

Allocation by class

TOTAL AUM$255.02M2 positions
COM$255.02M100.0%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$255.02M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 6.76M

Sole

Full voting authority

6.76M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:

CENTENE CORP DEL

SOLE
COM
Shares2.14M
TypeSH
Market value$137.06M
53.74%
Sole
2.14M
Shared
0.00
None
0.00

AZENTA INC

SOLE
COM
Shares4.62M
TypeSH
Market value$117.96M
46.26%
Sole
4.62M
Shared
0.00
None
0.00