1 tracked superinvestor hold CENTENE CORP DEL (CNC), worth $106M combined, led by David Einhorn. Smart money is trimming CNC as of the latest 13F filings.
Current price
$67.04
+134.0%
1Y
Centene Corporation operates as a managed care company that provides programs and services to under-insured families, and commercial organizations in the United States. It operates through four segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment offers the temporary assistance for needy families; medicaid expansion; aged, blind, or disabled; and children's health insurance…
Market cap
$26.3B
P/E
-4.09
Div yield
0.0%
Revenue YoY
19.4%
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$106M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing CNC: 1 funds trimmed versus 0 adding.
CENTENE CORP DEL (CNC) is held by 1 tracked funds worth $106M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to David Einhorn at 2.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.9% | $106M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $17M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Koster Christopher | Officer | 56,500 | $4M | 2026-08-26 |
| Burdick Kenneth A | Former Director | 43,600 | $3M | 2026-08-26 |
| Koster Christopher | Officer | 47,603 | $3M | 2026-08-18 |
| Burdick Kenneth A | Former Director | 100,000 | $7M | 2026-08-05 |
Which superinvestors own CNC?
1 tracked funds hold CENTENE CORP DEL (CNC), the largest being David Einhorn (Greenlight Capital) at 2.9% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CNC?
In the most recent 13F quarter, 0 tracked funds added or opened CNC and 1 trimmed it.
How much CNC do tracked funds hold?
Combined disclosed long exposure to CNC across tracked superinvestors is $106M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.