POLITAN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNC | 7.41M | $264.36M |
 | AZTA | 4.62M | $132.59M |
 | MASI | 4.59M | $677.20M |
 | FUN | 47K | $1.07M |
 | GO | 38K | $607.70K |
 | CSGP | 28K | $2.33M |
 | PFGC | 17K | $1.78M |
 | GXO | 16K | $829.10K |
 | DIS | 12K | $1.41M |
 | MIDD | 10K | $1.36M |
 | HON | 6K | $1.33M |
 | APD | 5K | $1.42M |
 | GOOG | 5K | $1.23M |
 | AMZN | 4K | $897.16K |
 | BIO | 3K | $847.90K |
 | MSFT | 2K | $945.78K |
 | TMO | 2K | $872.55K |
 | META | 1K | $931.93K |
Centene Corporation
CNC
Shares Held
7.41M
Value
$264.36M
Azenta, Inc.
AZTA
Shares Held
4.62M
Value
$132.59M
Masimo Corporation
MASI
Shares Held
4.59M
Value
$677.20M
Six Flags Entertainment Corporation
FUN
Shares Held
47K
Value
$1.07M
Grocery Outlet Holding Corp.
GO
Shares Held
38K
Value
$607.70K
CoStar Group, Inc.
CSGP
Shares Held
28K
Value
$2.33M
Performance Food Group Company
PFGC
Shares Held
17K
Value
$1.78M
GXO Logistics, Inc.
GXO
Shares Held
16K
Value
$829.10K
The Walt Disney Company
DIS
Shares Held
12K
Value
$1.41M
The Middleby Corporation
MIDD
Shares Held
10K
Value
$1.36M
Honeywell International Inc.
HON
Shares Held
6K
Value
$1.33M
Air Products and Chemicals, Inc.
APD
Shares Held
5K
Value
$1.42M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.23M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$897.16K
Bio-Rad Laboratories, Inc.
BIO
Shares Held
3K
Value
$847.90K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$945.78K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$872.55K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$931.93K