ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch
By filer · By stock

$CNC:NYSE · CENTENE CORP DEL COM

Sector: health

Conviction from: S&P

Centene is a managed-care organization that provides government-sponsored health insurance, primarily Medicaid, Medicare, and Affordable Care Act marketplace plans.

6 tracked filer(s) hold this · 0 opened, 4 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 49 — mean of 6 scored holder(s) · buyers (new/add) avg 58. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
David Einhorn / Greenlight50Added +4%2,731,810$89,439,4592.8%
Larry Robbins / Glenview58Added +73%3,213,646$105,214,7702.6%
Bill Nygren / Oakmark (Harris Associates)68Added +56%14,094,531$461,454,9450.6%
Bridgewater55Added +78%168,146$5,505,1000.0%
Quentin Koffey / Politan Capital21Trimmed -1%2,164,710$70,872,6057.2%
Ancora42Trimmed -3%6,496$212,6790.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

2 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2025-08-08Julia Letlow LA05SELL$1,001 - $15,000PTR
2025-04-14Julia Letlow LA05BUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

6 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentSELL$15,001 - $50,000PTR

Citrini Research coverage report library →

ReportDateStance
#84 — Market Memo: Healthcare's AI-Powered Trump Card2025-02-09SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.