1 tracked superinvestor hold CENTENE CORP DEL (CNC), worth $89M combined, led by David Einhorn. Smart money is holding CNC as of the latest 13F filings.
Current price
$67.60
Centene Corporation operates as a multi-national healthcare enterprise that provides programs and services to under-insured and uninsured individuals in the United States. Its Managed Care segment offers health plan coverage to individuals through government subsidized programs, including Medicaid, the State children's health insurance program, long-term services and support, foster care, and…
Market cap
$26.3B
P/E
-4.09
Div yield
0.0%
Revenue YoY
19.4%
Analyst target
$60
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
$89M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding CNC steady this quarter — buys and sells are balanced.
CENTENE CORP DEL (CNC) is held by 1 tracked funds worth $89M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to David Einhorn at 2.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 2.8% | $89M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own CNC?
1 tracked funds hold CENTENE CORP DEL (CNC), the largest being David Einhorn (Greenlight Capital) at 2.8% 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 0 trimmed it.
How much CNC do tracked funds hold?
Combined disclosed long exposure to CNC across tracked superinvestors is $89M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.