Could Centene (CNC) Be Entering a Major Margin Recovery?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Centene Corp (CNC)
Market is closed
Sector: Hospital & Medical Service Plans
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Levin Easterly Partners John Murphy | 393,773 | $25,276,289 | -11% | 1.29% |
| 2. | Diamond Hill Capital Ric Dillon | 178,402 | $11,451,624 | 0.09% | |
| 3. | Walleye Capital Will England | 157,287 | $10,096,253 | +59% | 0.04% |
| 4. | Running Oak Capital Seth Cogswell | 153,171 | $9,832,046 | 1.68% | |
| 5. | 351,900 | $7,746,015 | 3.57% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.50 | 19,230 | $490,365.00 | 845,275 | 2025-08-08 | Filing | |
| $27.62 | 9,000 | $248,580.00 | 32,000 | 2025-07-28 | Filing | |
| $59.75 | 17,000 | $1,015,750.00 | 19,309 | 2024-12-18 | Filing | |
| $59.01 | 1,693 | $99,903.93 | 1,693 | 2024-12-16 | Filing | |
| $59.48 | 250 | $14,870.00 | 250 | 2024-12-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.55 | 80,000 | $5,164,000.00 | 197,086 | 2026-06-10 | Filing | |
| $39.00 | 32,796 | $1,279,044.00 | 272,365 | 2025-12-04 | Filing | |
| $39.04 | 33,211 | $1,296,557.44 | 305,161 | 2025-12-03 | Filing | |
| $76.75 | 878 | $67,382.11 | 0 | 2024-05-14 | Filing | |
| $77.62 | 8,000 | $620,960.00 | 300,357 | 2024-05-13 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,716,029 | $238,531,902 | 0.3% | |
| 2. | 3,081,805 | $197,821,063 | 0.61% | |
| 3. | 2,748,709 | $176,439,634 | 0.22% | |
| 4. | 2,477,200 | $159,011,486 | 0.03% | |
| 5. | 2,074,534 | $133,328,756 | 0.12% |
News See All
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