Politan Capital Management as of March 31, 2025
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 5 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Masimo Corporation (MASI) | 53.4 | $786M | 4.7M | 166.60 | |
| Centene Corporation (CNC) | 35.2 | $518M | 8.5M | 60.71 | |
| Brooks Automation (AZTA) | 10.9 | $160M | 4.6M | 34.64 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $7.2M | 36k | 199.49 | |
| Six Flags Entertainment Corp (FUN) | 0.1 | $1.2M | 34k | 35.67 |
