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CNC —
CENTENE CORP
CUSIP: 15135B101 · Held by 6 superinvestors · Combined value: $772,567,095
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.5% | $372,430,297 | 9,050,554 | REDUCE | -77,390 |
| 2 | Ken Griffin | 0.1% | $351,222,122 | 8,535,167 | REDUCE | -3,101,792 |
| 3 | Jim Simons | 0.1% | $43,294,409 | 1,052,112 | NEW BUY | +1,052,112 |
| 4 | Ray Dalio | 0.0% | $3,889,992 | 94,532 | REDUCE | -581,727 |
| 5 | FPA Queens Road | 0.0% | $1,234,500 | 30,000 | - | - |
| 6 | Tweedy Browne | 0.0% | $495,775 | 12,048 | ADD | +1,728 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +1,052,112 | New |
| Tweedy Browne | ADD | +1,728 | +16.7% |
| Bill Nygren | REDUCE | -77,390 | -0.8% |
| Ken Griffin | REDUCE | -3,101,792 | -26.7% |
| Ray Dalio | REDUCE | -581,727 | -86.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +9,638,875 | +482.4% |
| Tweedy Browne | ADD | +5,296 | +105.4% |
| Bill Nygren | REDUCE | -11,290,787 | -55.3% |
| FPA Queens Road | REDUCE | -6 | - |
| Ray Dalio | REDUCE | -801,413 | -54.2% |
| Jim Simons | SOLD | -339,612 | Exit |
Who Owns CNC? Superinvestor Holdings
CENTENE CORP is held by 6 tracked superinvestors, with a combined position value of $773 million . The largest positions are held by Bill Nygren (0.5% of portfolio), Ken Griffin (0.1% of portfolio), Jim Simons (0.1% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 3 reduced or exited.