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Disclosery

Politan Capital Management LP: CNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Politan Capital Management LP on CNC, newest first. How the timeline and the estimate are built.

Politan Capital Management LP held 2,135,210 CNC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,135,210 shares
    Change vs previous 13F -29,500 shares

    53.74% of the 13F portfolio, value $137,059,130.

    13F-HR 0000902664-26-003497 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,164,710 shares
    Change vs previous 13F -25,901 shares

    7.2% of the 13F portfolio, value $70,872,605.

    13F-HR 0000902664-26-002520 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,190,611 shares
    Change vs previous 13F -5,218,473 shares

    10.72% of the 13F portfolio, value $90,143,643.

    13F-HR 0000902664-26-001110 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,409,084 shares
    Change vs previous 13F -634,171 shares

    24.02% of the 13F portfolio, value $264,356,117.

    13F-HR 0000902664-25-005062 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,043,255 shares
    Change vs previous 13F -488,476 shares

    31.36% of the 13F portfolio, value $436,587,881.

    13F-HR 0000902664-25-003682 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,531,731 shares
    Change vs previous 13F -240,703 shares

    35.19% of the 13F portfolio, value $517,961,389.

    13F-HR 0000902664-25-002392 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,772,434 shares
    Change vs previous 13F -3,362,610 shares

    34.44% of the 13F portfolio, value $531,434,052.

    13F-HR 0000902664-25-001037 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,135,044 shares
    Change vs previous 13F not available

    51.58% of the 13F portfolio, value $913,526,112.

    13F-HR 0000902664-24-006597 filed by Politan Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).