Back to DM DME Capital Management, LP

CNCCNC
7 quarters

Position history for DMDME Capital Management, LP's holdings in CENTENE CORP DEL

Yes. DME Capital Management holds 1,651,150 shares of CNC (Centene), worth $106M, as of its Q2 2026 13F filing. It reduced the position by 1,080,660 shares (-39.6%) from Q1 2026. DME Capital Management has held CNC since Q4 2024, across 7 quarterly 13F filings. CNC is 2.7% of DME Capital Management's reported 13F portfolio.

Current Value

$106M

Current Shares

1.7M

Total Value Change

+$53.3M

Total Shares Change

+780,650

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-39.6%
$106M2.7%$64.19
0
2026-Q1
Increased
2.7M
+3.5%
$89.4M2.8%$32.74
54
2025-Q4
Increased
2.6M
+69.1%
$108.6M3.8%$41.15
83
2025-Q3
Increased
1.6M
+86.0%
$55.7M2.2%$35.68
79
2025-Q2
Increased
839,170
+53.3%
$45.6M2.0%$54.28
66
2025-Q1
Decreased
547,570
-37.1%
$33.2M1.7%$60.71
0
2024-Q4
New
870,500
-
$52.7M2.7%$60.58
77

Other major holders of CNC: VANGUARD GROUP INC, Capital World Investors

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