Position in CNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,987,317
+$16,547,858 QoQ
Shares Held
1,651,150
-39.6% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#53
of 996 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026DME Capital Management, LP holds $130,357,429 across 2 Healthcare Plans names. CNC ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
This page
|
1,651,150 | $105,987,317 | |
| 2 | CI |
Cigna Group
|
88,400 | $24,370,112 |
All Filings in CNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,987,317 | 1,651,150 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $89,439,459 | 2,731,810 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $108,612,132 | 2,639,420 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $55,680,067 | 1,560,540 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,550,147 | 839,170 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,242,973 | 547,570 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $52,734,889 | 870,500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||