ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysis

CENTENE CORP DEL COM

Government-sponsored managed care (Medicaid/ACA)

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

Aggregate 13FScore 44 — mean of 6 scored holder(s) · buyers (new/add) avg 53. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
David Einhorn / Greenlight46Added +4%2,731,810$89,439,4592.8%
Larry Robbins / Glenview55Added +73%3,213,646$105,214,7702.6%
Bill Nygren / Oakmark (Harris Associates)62Added +56%14,094,531$461,454,9450.6%
Bridgewater49Added +78%168,146$5,505,1000.0%
Quentin Koffey / Politan Capital17Trimmed -1%2,164,710$70,872,6057.2%
Ancora38Trimmed -3%6,496$212,6790.0%

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 2026-06-27.