Scharf Investments, LLC

Position in CNC — Centene Corp

CIK 1463746 LOS GATOS, CA

Position in CNC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$105,948,290

+$49,667,379 QoQ

Shares Held

1,650,542

-4.0% QoQ

Ownership

0.334%

of shares outstanding

% of Portfolio

4.12%

of 13F equity value

Holder Rank

#54

of 996 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 52% Shared 4% None 45%

Healthcare · as of Jun 30, 2026

Scharf Investments, LLC holds $194,526,286 across 3 Healthcare Plans names. CNC ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp This page	1,650,542	$105,948,290
2	UNH	Unitedhealth Group Inc	189,754	$78,867,455
3	CVS	CVS HEALTH Corp	93,867	$9,710,541

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,948,290	1,650,542	-4.0%	Shares	Sole	2026-07-13
2026-03-31	$56,280,911	1,719,026	-19.0%	Shares	Sole	2026-04-13
2025-12-31	$87,371,531	2,123,245	+1.0%	Shares	Sole	2026-01-15
2025-09-30	$75,042,140	2,103,199	+4.4%	Shares	Sole	2025-11-13
2025-06-30	$109,307,978	2,013,780	-15.9%	Shares	Sole	2025-07-14
2025-03-31	$145,427,648	2,395,448	+20.3%	Shares	Sole	2025-04-23
2024-12-31	$120,637,860	1,991,381	-6.9%	Shares	Sole	2025-01-24
2024-09-30	$161,063,216	2,139,522	-4.5%	Shares	Sole	2024-10-16
2024-06-30	$148,495,822	2,239,756	-2.8%	Shares	Sole	2024-07-23
2024-03-31	$180,820,117	2,304,028	-3.4%	Shares	Sole	2024-04-16
2023-12-31	$176,997,454	2,385,089	+1.2%	Shares	Sole	2024-01-12
2023-09-30	$162,278,662	2,355,962	+3.1%	Shares	Sole	2023-10-13
2023-06-30	$154,132,827	2,285,142	+7.4%	Shares	Sole	2023-07-24
2023-03-31	$134,534,710	2,128,377	+4.1%	Shares	Sole	2023-04-14
2022-12-31	$167,724,145	2,045,167	+0.3%	Shares	Sole	2023-02-06
2022-09-30	$158,602,690	2,038,333	+2.8%	Shares	Sole	2022-10-25
2022-06-30	$167,725,872	1,982,341	-1.3%	Shares	Sole	2022-07-19
2022-03-31	$169,049,984	2,007,958	+3.3%	Shares	Sole	2022-04-13
2021-12-31	$160,121,657	1,943,224	-4.3%	Shares	Sole	2022-01-20
2021-09-30	$126,546,189	2,030,913	-1.9%	Shares	Sole	2021-10-14
2021-06-30	$151,018,849	2,070,737	+7.0%	Shares	Sole	2021-07-16
2021-03-31	$123,690,391	1,935,384	+20.6%	Shares	Sole	2021-04-14
2020-12-31	$96,344,968	1,604,947	+68.7%	Shares	Sole	2021-01-20
2020-09-30	$55,503,328	951,540	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.