Position in CNC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$46,327,100
-$11,900,150 QoQ
Shares Held
1,415,000
0.0% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
17.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Packer & Co Ltd holds $46,327,100 across 1 Healthcare Plans name. CNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
This page
|
1,415,000 | $46,327,100 |
All Filings in CNC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,327,100 | 1,415,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $58,227,250 | 1,415,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $50,487,200 | 1,415,000 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||