SEC 13F Intelligence

Farallon Capital Management, L.L.C. / CNC

Farallon Capital Management, L.L.C.’s Centene Corp Del Position

Does Farallon Capital Management, L.L.C. own Centene Corp Del (CNC)? Not currently — the last reported position was 614.9K shares worth $46M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$46M
Q3 2024
Shares
614.9K
% of Portfolio
+0.22%
Quarters Held
19
position exited

Position History CNC

Reported value by quarter
Q1 ’20: $431MQ1 ’20Q2 ’20: $445MQ3 ’20: $411MQ4 ’20: $411MQ4 ’20Q1 ’21: $359MQ2 ’21: $346MQ3 ’21: $285MQ3 ’21Q4 ’21: $358MQ1 ’22: $341MQ2 ’22: $367MQ2 ’22Q3 ’22: $331MQ4 ’22: $377MQ1 ’23: $302MQ1 ’23Q2 ’23: $319MQ3 ’23: $306MQ4 ’23: $307MQ4 ’23Q1 ’24: $205MQ2 ’24: $144MQ3 ’24: $46MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024614.9K$46M+0.22%
Q2 20242.17M$144M+0.68%
Q1 20242.61M$205M+0.93%
Q4 20234.13M$307M+1.34%
Q3 20234.45M$306M+1.32%
Q2 20234.73M$319M+1.78%
Q1 20234.77M$302M+1.49%
Q4 20224.59M$377M+2.47%
Q3 20224.25M$331M+1.82%
Q2 20224.34M$367M+2.07%
Q1 20224.05M$341M+1.50%
Q4 20214.34M$358M+1.85%
Q3 20214.57M$285M+1.37%
Q2 20214.75M$346M+1.43%
Q1 20215.63M$359M+1.99%
Q4 20206.85M$411M+2.63%
Q3 20207.05M$411M+2.88%
Q2 20207.00M$445M+3.60%
Q1 20207.25M$431M+2.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Farallon Capital Management, L.L.C.’s full portfolio or all institutional holders of CNC.