LBP AM SA

Position in CNC — Centene Corp

CIK 1970075 Paris, I0

Position in CNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$21,049,826

+$12,862,273 QoQ

Shares Held

327,930

+31.1% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#146

of 996 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LBP AM SA holds $87,895,515 across 4 Healthcare Plans names. CNC ranks #3 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	63,401	$26,351,357
2	CVS	CVS HEALTH Corp	232,970	$24,100,746
3	CNC	Centene Corp This page	327,930	$21,049,826
4	CI	Cigna Group	59,466	$16,393,586

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,049,826	327,930	+31.1%	Shares	Sole	2026-07-24
2026-03-31	$8,187,553	250,078	-0.6%	Shares	Sole	2026-04-27
2025-12-31	$10,356,508	251,677	+1704.8%	Shares	Sole	2026-01-26
2025-06-30	$756,934	13,945	-10.1%	Shares	Sole	2025-07-18
2025-03-31	$941,976	15,516	+15.9%	Shares	Sole	2025-04-30
2024-06-30	$887,558	13,387	+14.2%	Shares	Sole	2024-07-31
2024-03-31	$920,334	11,727	+97.7%	Shares	Sole	2024-05-16
2023-12-31	$440,287	5,933	-83.1%	Shares	Sole	2024-02-14
2023-09-30	$2,414,381	35,052	+48.2%	Shares	Sole	2023-11-14
2023-06-30	$1,594,855	23,645	+96.7%	Shares	Sole	2023-08-14
2023-03-31	$759,720	12,019	-6.5%	Shares	Sole	2023-05-15
2022-12-31	$1,054,402	12,857	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.