Politan Capital Management as of Sept. 30, 2024
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 4 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 51.6 | $914M | 12M | 75.28 | |
| Masimo Corporation (MASI) | 35.5 | $629M | 4.7M | 133.33 | |
| Brooks Automation (AZTA) | 12.6 | $223M | 4.6M | 48.44 | |
| Six Flags Entertainment Corp (FUN) | 0.3 | $5.4M | 135k | 40.31 |
