Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2020   Q4 0 0.00 Sell 100.00% 0.13 $57.56–72.31 · VW $62.52i SEC
2020   Q3 165,984 0.13 Add 12.47% 0.01 $53.60–68.45 · VW $61.58i $9,682,000 SEC
2020   Q2 147,581 0.13 Add 7.66% <0.01 $53.83–74.70 · VW $64.73i $9,379,000 SEC
2020   Q1 137,081 0.11 Add 24.99% 0.02 $43.96–68.64 · VW $58.52i $8,144,000 SEC
2019   Q4 109,672 0.06 Add 103.69% 0.03 $41.62–63.79 · VW $55.12i $6,895,000 SEC
2019   Q3 53,842 0.02 Buy 0.02 $42.77–54.89 · VW $48.40i $2,329,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.14 $30.92–41.09 · VW $35.92i SEC
2015   Q1 465,000 0.14 Reduce 65.72% 0.19 $25.86–35.83 · VW $30.27i $16,435,000 SEC
2014   Q4 1,356,400 0.29 Reduce 30.33% 0.10 $18.76–27.12 · VW $23.66i $35,216,000 SEC
2014   Q3 1,946,800 0.34 Add 3.75% 0.01 $17.75–20.99 · VW $19.42i $40,255,000 SEC
2014   Q2 1,876,400 0.30 Add 62.15% 0.12 $13.78–19.42 · VW $17.39i $35,469,000 SEC
2014   Q1 1,157,200 0.16 Add 3.65% <0.01 $14.22–16.59 · VW $15.43i $18,009,000 SEC
2013   Q4 1,116,400 0.16 Reduce 6.34% 0.01 $13.53–16.96 · VW $14.74i $16,453,000 SEC
2013   Q3 1,192,000 0.20 Reduce 3.78% <0.01 $13.01–16.26 · VW $14.61i $19,060,000 SEC
2013   Q2 1,238,800 0.18 Reduce 1.02% <0.01 $10.53–13.19 · VW $12.05i $16,247,000 SEC
2013   Q1 1,251,600 0.16 Buy 0.16 $10.14–12.14 · VW $11.06i $13,780,000 SEC
Price snapshot:
Current price$68.29
52-week low$25.08
52-week high$69.29