Politan Capital Management

Quentin Koffey

Quentin Koffey founded Politan Capital Management, an activist firm that runs a concentrated portfolio. Politan has won board seats through settlements and proxy contests.

SEC filings, CIK 0001885245

Latest public rank: —
13F portfolio value: $255M
13F positions: 2
Recent 13D / Form 4: 0

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

No moves in a public edition yet.

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $255,024,054 across 2 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

Centene Corp
CNC
$137,059,13053.7% of portfolio2,135,210 shtrimmed
Azenta Inc
AZTA
$117,964,92446.3% of portfolio4,622,450 shunchanged

Quentin Koffey: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
Centene Corp	CNC	2,135,210	$137,059,130	53.7%	trimmed
Azenta Inc	AZTA	4,622,450	$117,964,924	46.3%	unchanged

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

No recent Schedule 13D or Form 4 filings through Sep 30, 2026.

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Disclaimer

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