SEC 13F Intelligence

Tobam / CNC

Tobam’s Centene Corp Del Position

Does Tobam own Centene Corp Del (CNC)? Yes — 122.7K shares worth $4M (+1.05% of its 13F portfolio) as of Q1 2026, up from 121.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
122.7K
% of Portfolio
+1.05%
Quarters Held
22
currently held

Position History CNC

Reported value by quarter
Q3 ’20: $113,000Q3 ’20Q4 ’20: $117,000Q1 ’21: $124,000Q2 ’21: $174,000Q2 ’21Q3 ’21: $236,000Q4 ’21: $312,000Q1 ’22: $177,000Q1 ’22Q2 ’22: $308,000Q3 ’22: $283,000Q4 ’22: $265,000Q4 ’22Q1 ’23: $237,000Q2 ’23: $288,000Q3 ’23: $248,000Q3 ’23Q4 ’23: $200,000Q1 ’24: $203,000Q2 ’24: $139,000Q2 ’24Q3 ’24: $158,000Q4 ’24: $127,000Q1 ’25: $123,000Q1 ’25Q2 ’25: $2MQ3 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.7K$4M+1.05%
Q3 2025121.4K$4M+1.57%
Q2 202536.1K$2M+0.76%
Q1 20252.0K$123,000+0.05%
Q4 20242.1K$127,000+0.04%
Q3 20242.1K$158,000+0.03%
Q2 20242.1K$139,000+0.02%
Q1 20242.6K$203,000+0.02%
Q4 20232.7K$200,000+0.02%
Q3 20233.6K$248,000+0.02%
Q2 20234.3K$288,000+0.02%
Q1 20233.7K$237,000+0.02%
Q4 20223.2K$265,000+0.02%
Q3 20223.6K$283,000+0.02%
Q2 20223.6K$308,000+0.02%
Q1 20222.1K$177,000+0.01%
Q4 20213.8K$312,000+0.01%
Q3 20213.8K$236,000+0.01%
Q2 20212.4K$174,000+0.01%
Q1 20211.9K$124,000+0.01%
Q4 20201.9K$117,000+0.01%
Q3 20201.9K$113,000+0.01%

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