SEC 13F Intelligence

Nitorum Capital, L.P. / CNC

Nitorum Capital, L.P.’s Centene Corp Del Position

Does Nitorum Capital, L.P. own Centene Corp Del (CNC)? Not currently — the last reported position was 231.2K shares worth $17M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$17M
Q3 2024
Shares
231.2K
% of Portfolio
+1.75%
Quarters Held
4
position exited

Position History CNC

Reported value by quarter
Q4 ’23: $14MQ4 ’23Q1 ’24: $21MQ1 ’24Q2 ’24: $18MQ2 ’24Q3 ’24: $17MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024231.2K$17M+1.75%
Q2 2024267.2K$18M+1.93%
Q1 2024263.3K$21M+2.10%
Q4 2023188.1K$14M+1.49%

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