Sivia Capital Partners, LLC

Position in CNC — Centene Corp

CIK 2012032 Mill Valley, CA

Position in CNC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,820,348

+$2,310,893 QoQ

Shares Held

75,095

-2.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#287

of 996 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $10,820,657 across 5 Healthcare Plans names. CNC ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp This page	75,095	$4,820,348
2	MOH	Molina Healthcare, Inc.	12,142	$2,776,875
3	UNH	Unitedhealth Group Inc	4,206	$1,748,139
4	CI	Cigna Group	3,720	$1,025,529
5	ELV	Elevance Health, Inc.	1,163	$449,766

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,820,348	75,095	-2.0%	Shares	Sole	2026-07-23
2026-03-31	$2,509,455	76,648	+25.4%	Shares	Sole	2026-05-13
2025-12-31	$2,514,717	61,111	+280.4%	Shares	Sole	2026-02-10
2025-09-30	$573,270	16,067	+65.5%	Shares	Sole	2025-10-20
2025-06-30	$527,058	9,710	+80.0%	Shares	Sole	2025-09-24
2025-03-31	$327,530	5,395	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.