Focused Investors LLC

Position in CNC — Centene Corp

CIK 1426398 LOS ANGELES, CA

Position in CNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$71,748,372

+$31,375,041 QoQ

Shares Held

1,117,750

-9.4% QoQ

Ownership

0.226%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#71

of 997 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Focused Investors LLC holds $607,142,957 across 4 Healthcare Plans names. CNC ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	443,500	$184,331,905
2	ELV	Elevance Health, Inc.	461,600	$178,514,568
3	CI	Cigna Group	625,900	$172,548,112
4	CNC	Centene Corp This page	1,117,750	$71,748,372

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,748,372	1,117,750	-9.4%	Shares	Sole	2026-07-28
2026-03-31	$40,373,331	1,233,150	-2.5%	Shares	Sole	2026-04-16
2025-12-31	$52,028,002	1,264,350	-2.7%	Shares	Sole	2026-01-27
2025-09-30	$46,355,456	1,299,200	+3.9%	Shares	Sole	2025-10-28
2025-06-30	$67,850,000	1,250,000	+19.9%	Shares	Sole	2025-07-23
2025-03-31	$63,284,104	1,042,400	+588.1%	Shares	Sole	2025-05-01
2024-12-31	$9,177,870	151,500	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.