Koffey, who previously worked at hedge funds Senator Investment Group and DE Shaw, has a reputation for operating behind the scenes and has been credited with helping push Lowe's Cos (LOW.N) to replace executives and board members. Politan had held discussions with the St. Louis-headquartered company to push for new board members to be added. Our investment strategy is to work with existing management teams to accelerate growth and enhance the value of a business by providing capital, marketing expertise, operating refinements, access to acquisition opportunities and other resources that may not have been previously available. POLITAN CAPITAL PARTNERS GP LLC. To ensure our website performs well for all users, the SEC monitors the frequency of requests for SEC.gov content to ensure automated searches do not impact the ability of others to access SEC.gov content. 1748 W PERSIMMON ST RIALTO, CA 92377 Later with Valspar Corporation, he collaborated with General Motors to develop the worlds first Fiber Reinforced Plastic car. from 8 AM - 9 PM ET. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. Politan Capital Management Has Roughly $900 Million Stake in Centene - WSJ News Corp is a global, diversified media and information services company focused How do I update this listing? Politan Capital Management's largest holding is Centene Corp with shares held of 13,114,580. 2019, Palladian Capital Partners. Depending on the investment opportunity Palladian may use its own capital, access PCPs network of family offices and individuals, or may bring in partners from our network of other well qualified institutional private equity investors. Industry: Pooled Investment Fund (See others in industry) Address: C/O Schulte Roth & Zabel Llp 919 Third Avenue, Suite 2300. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Dover, DE 19904. Politan Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,172,004,771 (Form ADV from 2022-07-25). For more information, please see the SECs Web Site Privacy and Security Policy. In particular, these statements include, without limitation, statements about our future operating or financial performance, market opportunity, growth strategy, competition, expected activities in completed and future acquisitions, including statements about the impact of our proposed acquisition of Magellan Health (the Magellan Acquisition), our completed acquisition of WellCare Health Plans, Inc. (WellCare and such acquisition, the WellCare Acquisition), other recent and future acquisitions, investments, and the adequacy of our available cash resources. All rights reserved. Behind the Scenes: Masimo has a solid core pulse oximetry We welcome constructive ideas to enhance these efforts. The Board cannot create its own set of rules by which it is elected and deny stockholders the ability to select who represents them. Our primary investment criteria are to focus on companies that are cash flow positive, have been operating for at least three years and have current annual revenues of $10 million or more. Address: 850 New Burton Road Suite 201. Mr. Neff is also a member of the Policy Advisory Board of the Fisher Center for Real Estate at the University of California, Berkeley. Progress towards these goals is well underway -- during its most recently reported third quarter earnings, the Company delivered 11% revenue growth while aggressively managing its costs and margins. See here for a complete list of exchanges and delays. We reserve the right to block IP addresses that submit excessive requests. Masimos bylaws eliminate stockholders ability to nominate directors and restrict stockholder voting to only those candidates selected by the incumbents. As previously disclosed, the Company intends to make further changes to the composition of the board and diversity will continue to be a strong consideration. ", View source version on businesswire.com: https://www.businesswire.com/news/home/20221021005274/en/, Media Dan Zacchei / Joe GermaniLongacre Square Partnersdzacchei@longacresquare.com / jgermani@longacresquare.com, Bylaw Amendments, in effect, preemptively block stockholders from nominating candidates for election to the Board, https://www.businesswire.com/news/home/20221021005274/en/, Temenos Is Seeking Fresh Interest From Private Equity Firms, Shares in China's 360 Security slump after founder's divorce deal, Asian shares mostly fall amid worries about slowing economy, Halifax Says UK House Prices Stabilizing After Drop Last Year, Investors join activists to press TotalEnergies on climate targets. These plans are highly sensitive intellectual property, and prior non-public engagements are typically subject to confidentiality agreements. https://www.politanmgmt.com/ WebPolen Capital was named by Pensions & Investments as a Best Places to Work in Money Management each year for the past seven years. It employs 2 employees and is generating approximately $130,000.00 in annual revenue. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users. Their last reported 13F filing for Q4 2022 included $1,776,804,232 in managed 13F securities Mr. Neff is also the Co-Founder and Chief Executive Officer of Following this conversation, we asked to meet with the whole Board. POLITAN CAPITAL MANAGEMENT GP LLCPOLITAN CAPITAL PARTNERS GP LLCQUENTIN KOFFEY Document Format Files Mailing Address 52 See here for a complete list of exchanges and delays. 212-880-2400, 917-825-0954. jgordon@palladiancap.com. About Centene Corporation Centene Corporation, a Fortune 25 company, is a leading multi-national healthcare enterprise that is committed to helping people live healthier lives. This segment offers its services and products to state programs, correctional facilities, healthcare organizations, employer groups, and other commercial We make money when we buy the assets. Exclusive news, data and analytics for financial market professionals, Reporting by Svea Herbst-Bayliss, Editing by Louise Heavens, Will Dunham and Chizu Nomiyama, Exclusive: German banks hit by wave of complaints from savers, U.S. banks are dangling promotions to lock in customer deposits, analysts say, Ford plans "dramatic reductions" in product complexity - exec, Analysis: Easter travel warnings pile pressure on European airlines. At last week's investor day, the company said it expects to add $10 billion in revenue to reach $135 billion for full year 2022, and it said it is on the path to double-digit earnings growth for the next three years. Masimo responded that the disclosures were insufficient and did not comply with the bylaws, further reinforcing that the Bylaw Amendments, in effect, preemptively block stockholders from nominating candidates for election to the Board. POLITAN CAPITAL PARTNERS L.P. (DOS ID: 6283541) was incorporated on 2021-09-17 in New York. 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Industry focus areas include business and transaction services, technology and technology services, business process outsourcing (BPO), value added distribution, niche or specialty manufacturing and selected consumer products. Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see Title 18 U.S.C. The Company also serves several international markets, and contracts with other healthcare and commercial organizations to provide a variety of specialty services focused on treating the whole person. These disclosures would chill important and permitted communications among stockholders communications that the Securities and Exchange Commission has expressly encouraged and facilitate the harassment of any potential supporters of a stockholders efforts to nominate new directors. Centene's stock price climbed 0.83% in early trading on Tuesday. Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. 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How do I update this listing? Politan Capital Management's largest holding is Centene Corp with shares held of 13,114,580. 2019, Palladian Capital Partners. Depending on the investment opportunity Palladian may use its own capital, access PCPs network of family offices and individuals, or may bring in partners from our network of other well qualified institutional private equity investors. Industry: Pooled Investment Fund (See others in industry) Address: C/O Schulte Roth & Zabel Llp 919 Third Avenue, Suite 2300. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Dover, DE 19904. 
Politan Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,172,004,771 (Form ADV from 2022-07-25). 