Long Focus Capital Management, LLC

Position in CNC — Centene Corp

CIK 1602716 SAN JUAN, PR

Position in CNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$93,075,500

+$29,952,780 QoQ

Shares Held

1,450,000

-24.8% QoQ

Ownership

0.294%

of shares outstanding

% of Portfolio

3.84%

of 13F equity value

Holder Rank

#60

of 997 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Long Focus Capital Management, LLC holds $356,949,488 across 5 Healthcare Plans names. CNC ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	610,000	$139,507,000
2	CNC	Centene Corp This page	1,450,000	$93,075,500
3	CVS	CVS HEALTH Corp	586,000	$60,621,700
4	UNH	Unitedhealth Group Inc	88,000	$36,575,440
5	HUM	Humana Inc	68,400	$27,169,848

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,075,500	1,450,000	-24.8%	Shares	Sole	2026-08-14
2026-03-31	$63,122,720	1,928,000	-5.7%	Shares	Sole	2026-05-15
2025-12-31	$84,151,750	2,045,000	-11.0%	Shares	Sole	2026-02-17
2025-09-30	$82,028,320	2,299,000	+705.4%	Shares	Sole	2025-11-14
2025-06-30	$15,493,683	285,440	-26.5%	Shares	Sole	2025-08-14
2025-03-31	$23,578,853	388,385	+180.7%	Shares	Sole	2025-05-15
2024-12-31	$8,383,363	138,385	+591.9%	Shares	Sole	2025-02-14
2021-12-31	$1,648,000	20,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.