SEC 13F Intelligence

Running Oak Capital LLC / CNC

Running Oak Capital LLC’s Centene Corp Del Position

Does Running Oak Capital LLC own Centene Corp Del (CNC)? Not currently — the last reported position was 153.1K shares worth $10M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q2 2024
Shares
153.1K
% of Portfolio
+1.57%
Quarters Held
14
position exited

Position History CNC

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $5MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ3 ’23Q4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024153.1K$10M+1.57%
Q1 2024121.6K$10M+1.53%
Q4 2023105.9K$8M+1.55%
Q3 202387.3K$6M+1.54%
Q2 202385.7K$6M+1.42%
Q1 202375.4K$5M+1.36%
Q4 202274.2K$6M+1.79%
Q3 202268.0K$5M+1.83%
Q2 202175.6K$6M+3.06%
Q1 202179.4K$5M+1.54%
Q4 202074.0K$4M+1.48%
Q3 202076.2K$4M+1.62%
Q2 202064.8K$4M+1.63%
Q1 202071.9K$4M+1.85%

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