CNC position history
The shares of Centene (CNC) that DME Capital Management reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q4: 870,500 shares, $53M, 2.7% of portfolio, New
- 2025 Q1: 547,570 shares, $33M, 1.7% of portfolio, Reduce −37.1%
- 2025 Q2: 839,170 shares, $46M, 2.0% of portfolio, Add +53.3%
- 2025 Q3: 1,560,540 shares, $56M, 2.2% of portfolio, Add +86.0%
- 2025 Q4: 2,639,420 shares, $109M, 3.8% of portfolio, Add +69.1%
- 2026 Q1: 2,731,810 shares, $89M, 2.8% of portfolio, Add +3.5%
- 2026 Q2: 1,651,150 shares, $106M, 2.7% of portfolio, Reduce −39.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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