SEC EDGAR Form 13F
Politan Capital Management
Politan Capital Management is an activist investment manager associated with Quentin Koffey and public-company governance campaigns.
Latest Form 13F: 2 long U.S. equity positions, $255M reported value for the period ended Jun 30, 2026, led by CENTENE CORP DEL and AZENTA INC.
CIK: 1885245 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$255M
Positions
2
Key person
Quentin Koffey
Style
Activist equity
Top holding
CNC · CENTENE CORP DEL
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1885245
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →CNC
CENTENE CORP DEL
Portfolio weight
53.74%
AZTA
AZENTA INC
Portfolio weight
46.26%
Top reported holdings
Showing the top 2 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | CNC | CENTENE CORP DEL | 2.1M | $137M | 53.74% | -1.4% |
| 2 | AZTA | AZENTA INC | 4.6M | $118M | 46.26% | +0.0% |
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