CNC — CENTENE CORP

Ownership history in Packer & Co Ltd  ·  2 quarters on record

This page tracks every 13F SEC filing in which Packer & Co Ltd reported a position in CENTENE CORP (CNC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.5% (2025 Q4)
Avg. % of fund
14.73%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,415,000 — 0% 15.50% $58.2M $41.15
2025 Q3 INITIATED 1,415,000 — — 13.95% $50.5M $35.68
% of Fund (quarterly)    CNC price (monthly, adj. close)

Other funds also holding CNC

As of 2025 Q4 — sorted by position size

8 KNOTS MANAGEMENT, LLC 22.31% Politan Capital Management LP 3Y 10.72% Kopernik Global Investors, LLC 3Y 7Y 6.66% Persistent Asset Partners Ltd 4.08% Amitell Capital Pte Ltd 3Y 3.97% DME Capital Management, LP 3.81% Kamunting Street Capital Management, L.P. 3Y 7Y 3.51% DEERFIELD MANAGEMENT COMPANY, L.P. 3Y 7Y 3.39% Rovida Advisors Inc. 3Y 7Y 3.08% PFM Health Sciences, LP 3Y 7Y 2.98%
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