LYRICAL ASSET MANAGEMENT LP

Position in CNC — Centene Corp

CIK 1542302 NEW YORK, NY

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Position in CNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$157,262,739

+$74,342,207 QoQ

Shares Held

2,449,957

-3.3% QoQ

Ownership

0.496%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

#41

of 997 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Common Shares in CNC Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

LYRICAL ASSET MANAGEMENT LP holds $362,256,181 across 2 Healthcare Plans names. CNC ranks #2 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CI	Cigna Group	743,592	$204,993,442
2	CNC	Centene Corp This page	2,449,957	$157,262,739

All Filings in CNC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,262,739	2,449,957	-3.3%	Shares	Sole	2026-08-12
2026-03-31	$82,920,532	2,532,698	+3.0%	Shares	Sole	2026-05-11
2025-12-31	$101,207,231	2,459,471	-3.9%	Shares	Sole	2026-02-11
2025-09-30	$91,343,440	2,560,074	+27.3%	Shares	Sole	2025-11-12
2025-06-30	$109,200,341	2,011,797	-10.0%	Shares	Sole	2025-08-12
2025-03-31	$135,768,808	2,236,350	+1.0%	Shares	Sole	2025-05-13
2024-12-31	$134,079,957	2,213,271	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$166,402,901	2,210,453	-4.2%	Shares	Sole	2024-11-12
2024-06-30	$153,038,897	2,308,279	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$183,627,660	2,339,802	+2.8%	Shares	Sole	2024-05-13
2023-12-31	$168,920,438	2,276,249	+4.3%	Shares	Sole	2024-02-13
2023-09-30	$150,387,701	2,183,329	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$151,987,580	2,253,337	-5.4%	Shares	Sole	2023-08-14
2023-03-31	$150,542,136	2,381,619	-3.7%	Shares	Sole	2023-05-12
2022-12-31	$202,795,394	2,472,813	-3.3%	Shares	Sole	2023-02-14
2022-09-30	$199,049,029	2,558,142	-6.4%	Shares	Sole	2022-11-14
2022-06-30	$231,331,608	2,734,093	-1.0%	Shares	Sole	2022-08-11
2022-03-31	$232,601,731	2,762,819	+2.8%	Shares	Sole	2022-05-13
2021-12-31	$221,415,144	2,687,077	-9.1%	Shares	Sole	2022-02-14
2021-09-30	$184,152,220	2,955,420	-4.2%	Shares	Sole	2021-11-12
2021-06-30	$224,935,665	3,084,268	-3.9%	Shares	Sole	2021-08-13
2021-03-31	$205,097,415	3,209,160	+13.0%	Shares	Sole	2021-05-17
2020-12-31	$170,550,392	2,841,086	+0.9%	Shares	Sole	2021-02-09
2020-09-30	$164,204,724	2,815,099	-29.3%	Shares	Sole	2020-11-13
2020-03-31	$236,497,189	3,980,764	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.