Centene Corporation (NYSE:CNC) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Centene Corporation's 2026 First Quarter Earnings Report. [Operator Instructions] Please also note today's event is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Prescott Group Capital Management Phil Frohlich | 44,643 | $1,461,612 | 0.15% | |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 36,885 | $1,207,615 | -49% | 0.01% |
| 3. | 351,900 | $985,489 | 0.58% | ||
| 4. | English Capital Management Riley P. English | 13,679 | $447,850 | 0.26% | |
| 5. | Fisher Asset Management Ken Fisher | 7,826 | $256,241 | 0% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $77.41 | 10,000 | $774,100.00 | 11,455 | 2024-02-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,234,065 | $1,022,603,288 | 0.03% | |
| 2. | 21,629,537 | $708,151,041 | 0.04% | |
| 3. | 4,793,162 | $156,928,125 | 0.05% | |
| 4. | 4,094,482 | $134,053,342 | 0.03% | |
| 5. | 3,825,275 | $125,239,504 | 0.19% |