David Einhorn - DME Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    45
Portfolio value:    $3,190,735,190
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 2,731,810 2.80 Add 3.50% 0.09 $31.63–47.68 · VW $40.42i $89,439,459 SEC
2025   Q4 2,639,420 3.81 Add 69.14% 1.56 $32.87–41.80 · VW $37.37i $108,612,134 SEC
2025   Q3 1,560,540 2.19 Add 85.96% 1.01 $25.08–57.46 · VW $33.51i $55,680,067 SEC
2025   Q2 839,170 1.96 Add 53.25% 0.68 $52.93–66.03 · VW $58.14i $45,550,147 SEC
2025   Q1 547,570 1.68 Reduce 37.10% 1.01 $55.17–66.81 · VW $60.99i $33,242,975 SEC
2024   Q4 870,500 2.71 Buy 2.71 $55.03–75.28 · VW $62.04i $52,734,890 SEC
2020   Q2 0 0.00 Sell 100.00% 1.75 $53.83–74.70 · VW $64.73i SEC
2020   Q1 204,700 1.75 Buy 1.75 $43.96–68.64 · VW $58.52i $12,162,000 SEC
Price snapshot:
Current price$68.29
Avg. buy price$44.72
+/- since buy52.72%
52-week low$25.08
52-week high$69.29