Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Centene Corp. (CNC)
← All CNC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 14,094,531 0.62 Add 55.73% 0.22 $31.63–47.68 · VW $40.42i $461,454,945 SEC
2025   Q4 9,050,554 0.47 Reduce 0.85% <0.01 $32.87–41.80 · VW $37.37i $372,430,297 SEC
2025   Q3 9,127,944 0.52 Reduce 55.30% 1.00 $25.08–57.46 · VW $33.51i $325,685,042 SEC
2025   Q2 20,418,731 1.80 Reduce 3.39% 0.07 $52.93–66.03 · VW $58.14i $1,108,328,723 SEC
2025   Q1 21,135,939 2.15 Reduce 16.79% 0.43 $55.17–66.81 · VW $60.99i $1,283,162,887 SEC
2024   Q4 25,400,126 2.55 Reduce 3.47% 0.11 $55.03–75.28 · VW $62.04i $1,538,739,629 SEC
2024   Q3 26,314,183 3.26 Add 5.71% 0.18 $63.45–80.59 · VW $75.04i $1,980,931,696 SEC
2024   Q2 24,893,358 2.79 Add 46.50% 0.89 $65.66–79.02 · VW $71.55i $1,650,429,626 SEC
2024   Q1 16,992,482 2.16 Add 56.42% 0.78 $71.48–81.42 · VW $76.79i $1,333,570,012 SEC
2023   Q4 10,863,367 1.39 Add 172.82% 0.88 $67.05–77.83 · VW $72.29i $806,170,491 SEC
2023   Q3 3,981,917 0.53 Buy 0.53 $60.83–71.66 · VW $66.32i $274,274,447 SEC
2016   Q2 0 0.00 Sell 100.00% 0.23 $27.80–35.76 · VW $31.82i SEC
2016   Q1 3,989,808 0.23 Buy 0.23 $23.68–34.21 · VW $29.76i $122,827,000 SEC
Price snapshot:
Current price$68.29
Avg. buy price$58.00
+/- since buy17.74%
52-week low$25.08
52-week high$69.29