SEC 13F Intelligence

Packer & Co Ltd / CNC

Packer & Co Ltd’s Centene Corp Del Position

Does Packer & Co Ltd own Centene Corp Del (CNC)? Yes1.42M shares worth $46M (+17.32% of its 13F portfolio) as of Q1 2026.

Position Value
$46M
Q1 2026
Shares
1.42M
% of Portfolio
+17.32%
Quarters Held
3
currently held

Position History CNC

Reported value by quarter
Q3 ’25: $50MQ3 ’25Q4 ’25: $58MQ4 ’25Q1 ’26: $46MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.42M$46M+17.32%
Q4 20251.42M$58M+15.50%
Q3 20251.42M$50M+13.95%

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