SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Politan Capital Management LP

CIK 0001885245 · C/O MCDERMOTT WILL & SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY, 10022 · (646) 690-2838

Reported Value
$1.0B
Q4 2021
Positions
1
Filings on Record
18
2019–present window
Filed
Feb 14, 2022
original filing

Summary

Politan Capital Management Lp reported $1.0B in U.S.-listed holdings across 1 positions for Q4 2021.

The portfolio is heavily concentrated: CNC alone accounts for 100.0% of reported value.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $1.0BQ4 ’21Q1 ’22: $1.1BQ2 ’22: $1.1BQ3 ’22: $1.7BQ3 ’22Q4 ’22: $1.78TQ1 ’23: $1.7BQ2 ’23: $1.7BQ2 ’23Q3 ’23: $1.5BQ4 ’23: $1.8BQ1 ’24: $1.9BQ1 ’24Q2 ’24: $1.6BQ3 ’24: $1.8BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.5BQ2 ’25: $1.4BQ3 ’25: $1.1BQ3 ’25Q4 ’25: $841MQ1 ’26: $985Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$985M3May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$841M3Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B21Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B19Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B5May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B4Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.8B4Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.6B3Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.9B3May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.8B3Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.5B3Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.7B3Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.7B2May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.78T2Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B2Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.1B1Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.1B1May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.0B1Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.