Position in CNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,193,115
+$3,015,535 QoQ
Shares Held
96,481
-0.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#269
of 996 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Poehling Capital Management, INC. holds $9,964,957 across 2 Healthcare Plans names. CNC ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
This page
|
96,481 | $6,193,115 | |
| 2 | UNH |
Unitedhealth Group Inc
|
9,075 | $3,771,842 |
All Filings in CNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,193,115 | 96,481 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,177,580 | 97,055 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,975,007 | 96,598 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,424,102 | 95,967 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,101,558 | 20,294 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,221,970 | 20,128 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,232,742 | 20,349 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,251,003 | 16,618 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,146,061 | 17,286 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,389,645 | 17,707 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,314,333 | 17,711 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,223,308 | 17,760 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,209,445 | 17,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,152,065 | 18,226 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||