Follow-The-Filings

Security · featured owners

CNC Centene Corp. Del

Health Care COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 2.7%
  • $1.1B
  • 1 add 4 reduce 1 exit

CNC (Centene Corp. Del) is held in 5 featured 13F books as of 2026 Q2. David Einhorn - DME Capital Management is the largest tracked holder by portfolio weight (2.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.7% (David Einhorn - DME Capital Management) · not free-float ownership

  1. David Einhorn reduce 2.7%
  2. Glenview Capital Management reduce 2.2%
  3. Lyrical Asset Management reduce 2.0%
  4. Bill Nygren / Oakmark reduce 0.95%
  5. Tweedy, Browne Co. add 0.12%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.95% Reduce −21.1% 11,124,640 $714M history
Lyrical Asset Management 2026 Q2 2.0% Reduce −3.3% 2,449,957 $157M history
Glenview Capital Management 2026 Q2 2.2% Reduce −41.3% 1,886,055 $121M history
David Einhorn - DME Capital Management 2026 Q2 2.7% Reduce −39.6% 1,651,150 $106M history
Tweedy, Browne Co. 2026 Q2 0.12% Add +32.5% 25,121 $2M history
David Witzke - Avidity Partners Management exited 2026 Q2 last 2026 Q1 0.46% Exit −0.46% 70,000 $2M history

5 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
10-Q Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Aug 26, 2026 Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Jul 28, 2026 Filing Doc
4 Period Jul 17, 2026 Filing Doc
4 Period Jun 30, 2026 · 5 forms Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period May 29, 2026 Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period May 12, 2026 · 8 forms Filing Doc
4 Period Apr 15, 2026 Filing Doc
4 Period Mar 31, 2026 · 3 forms Filing Doc

Updated 12 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $140.1B $145.5B $174.58B
Gross profit $17.64B $17.07B $14.21B
Gross margin * 12.6% 11.7% 8.1%
Net income $2.7B $3.3B -$6.67B
Net margin * 1.9% 2.3% -3.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $40.76B $38B $40.37B
Total non-current assets * $43.88B $44.45B $36.38B
Total assets $84.64B $82.44B $76.75B
Total current liabilities $36.72B $34.26B $36.7B
Total non-current liabilities * $21.97B $21.67B $20B
Total equity $25.84B $26.41B $19.95B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.05B $0.154B $5.09B
Cash from investing -$1.19B -$1.05B $0.472B
Cash from financing -$1.66B -$2.41B -$1.62B
Net change in cash $5.17B -$3.3B $3.94B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders