SEC 13F Intelligence

Islet Management, LP / CNC

Islet Management, LP’s Centene Corp Del Position

Does Islet Management, LP own Centene Corp Del (CNC)? Not currently — the last reported position was 200.0K shares worth $12M in Q3 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$12M
Q3 2021
Shares
200.0K
% of Portfolio
+0.27%
Quarters Held
3
position exited

Position History CNC

Reported value by quarter
Q4 ’19: $6MQ4 ’19Q4 ’20: $8MQ4 ’20Q3 ’21: $12MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021200.0K$12M+0.27%
Q4 2020125.0K$8M+0.34%
Q4 2019100.0K$6M+0.59%

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