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PFM Health Sciences, LP

Position in CNC — Centene Corp

CIK 1442756 SAN FRANCISCO, CA

Position in CNC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$15,974,772
+$7,348,241 QoQ
Shares Held
248,867
-5.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#170
of 996 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CNC Over Time

Shares Held

Position Value (USD)

Derivatives in CNC

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$5,661,558
PutShares
88,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

PFM Health Sciences, LP holds $119,174,824 across 5 Healthcare Plans names. CNC ranks #3 (13.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CNC
Centene Corp
This page
248,867 $15,974,772

All Filings in CNC

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,661,558 88,200
2026-06-30 $15,974,772 248,867
2026-03-31 $8,626,531 263,486
2025-12-31 $15,320,145 372,300
2025-12-31 $29,851,197 725,424
2025-09-30 $20,493,164 574,360
2025-03-31 $8,220,012 135,398
2024-12-31 $8,753,870 144,501
2024-06-30 $39,681,411 598,513
2024-03-31 $46,971,300 598,513
2023-12-31 $41,390,701 557,751
2023-09-30 $54,406,107 789,868
2023-06-30 $75,036,776 1,112,480
2023-03-31 $70,319,860 1,112,480
2022-12-31 $91,234,484 1,112,480
2022-09-30 $86,562,068 1,112,480
2022-06-30 $94,126,932 1,112,480
2022-03-31 $93,659,691 1,112,480
2021-12-31 $91,668,352 1,112,480
2021-09-30 $61,367,312 984,871
2021-06-30 $16,409,250 225,000
2021-06-30 $76,246,345 1,045,473
2021-03-31 $34,106,657 533,667
2020-12-31 $19,718,594 328,479
2020-03-31 $18,265,069 307,441