Position in CNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,059,129
+$66,186,524 QoQ
Shares Held
2,135,210
-1.4% QoQ
Ownership
0.432%
of shares outstanding
% of Portfolio
53.74%
of 13F equity value
Holder Rank
#45
of 996 holders
Holding Since
Dec 2021
19 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, 2026Politan Capital Management LP holds $137,059,129 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
|
2,135,210 | $137,059,129 |
All Filings in CNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,059,129 | 2,135,210 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $70,872,605 | 2,164,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,143,642 | 2,190,611 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,356,117 | 7,409,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $436,587,881 | 8,043,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $517,961,389 | 8,531,731 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $531,434,051 | 8,772,434 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $913,526,112 | 12,135,044 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $804,553,417 | 12,135,044 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $952,533,969 | 12,137,283 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $900,707,771 | 12,137,283 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $836,016,053 | 12,137,283 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $818,659,738 | 12,137,283 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $846,026,659 | 13,384,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,075,526,705 | 13,114,580 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,004,870,086 | 12,914,408 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,092,688,060 | 12,914,408 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,087,264,009 | 12,914,408 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,044,948,019 | 12,681,408 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||