Politan Capital Management 13F holdings, Q1 2022
Holdings as of March 31, 2022 · filings on SEC EDGAR · latest filing →
Politan Capital Management disclosed 1 US equity positions worth $1.1bn in its Q1 2022 13F filing. The largest position was CNC at 100.0% of the reported book. Against the Q4 2021 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 1 holdings.
What did Politan Capital Management own in Q1 2022? Top 1 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2021 |
|---|---|---|---|---|---|---|---|
| 1 | CNC CENTENE CORP DEL | Healthcare | 100.0% | $1.1bn | 12,914,408 | 2% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.