Politan Capital Management LP Incresed Positions in Q3 2025

Politan Capital Management LP

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFGC
Performance Food Group CO

Consumer Defensive
2.61K
+ 17.95%
$88.19 - $102.08 $230K - $266K
17.1K $1.68M
GOOG
Alphabet Inc.

Communication Services
270
+ 5.64%
$175.16 - $255.24 $47.3K - $68.9K
5.06K $1.23M
CSGP
Costar Group, Inc.

Real Estate
2.74K
+ 11.02%
$81.42 - $96.83 $223K - $266K
27.6K $2.33M
BIO
Bio Rad Laboratories, Inc.

Healthcare
436
+ 16.85%
$241.95 - $303.82 $105K - $132K
3.02K $847K
IYE
Ishares Tr

ETFs
2.39K
+ 13.89%
$44.83 - $48.91 $107K - $117K
19.6K $931K
APD
Air Products & Chemicals, Inc.

Basic Materials
585
+ 12.67%
$265.78 - $299.3 $155K - $175K
5.2K $1.42M
MSFT
Microsoft Corp

Technology
125
+ 7.35%
$491.09 - $535.64 $61.4K - $67K
1.83K $945K
MIDD
Middleby Corp

Industrials
1.24K
+ 13.84%
$118.3 - $150.16 $147K - $186K
10.2K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
202
+ 5.2%
$211.65 - $238.24 $42.8K - $48.1K
4.09K $897K
META
Meta Platforms, Inc.

Communication Services
26
+ 2.09%
$695.21 - $791.73 $18.1K - $20.6K
1.27K $931K
HON
Honeywell International Inc

Industrials
510
+ 8.78%
$207.7 - $240.4 $106K - $123K
6.32K $1.33M
DIS
Walt Disney CO

Communication Services
470
+ 3.97%
$112.25 - $124.0 $52.8K - $58.3K
12.3K $1.41M
Activity Summary
Buys All Purchases 15 New Holdings 2 Increased Positions 13 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Politan Capital Management LP Portfolio

Follow Politan Capital Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Politan Capital Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Politan Capital Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email