← Top Holdings

CNCCENTENE CORP DEL

CUSIP: 15135B101

4

Guru Owners

$378.1M

Total Value Held

9.2M

Total Shares

$372.4M
0.47%
$3.9M
0.01%
$1.2M
0.04%
$496K
0.04%

📊 Fundamentals

Market Cap$19.4B
Forward P/E9.9x
P/FCF3.8x
EPS (TTM)$-13.53
Revenue (TTM)$176.2B
Profit Margin-3.79%
Beta0.59

52-Week Range

$25.08
$64.15

Current: $39.45

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$417.5M$835.0M$1.25B$1.67BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $378.1M
REDUCEDBill Nygren$372.4M
INCREASEDRay Dalio$3.9M
INCREASEDTweedy Browne$496K
Q3 '254 owners · $351.3M
INCREASEDBill Nygren$325.7M
INCREASEDRay Dalio$24.1M
REDUCEDFPA Queens Road$1.1M
REDUCEDTweedy Browne$368K
Q2 '254 owners · $1.19B
REDUCEDBill Nygren$1.11B
INCREASEDRay Dalio$80.2M
INCREASEDFPA Queens Road$1.6M
NEWTweedy Browne$273K
Q1 '253 owners · $1.36B
REDUCEDBill Nygren$1.28B
REDUCEDRay Dalio$73.5M
NEWFPA Queens Road$1.8M
SOLDLee Ainslie
Q4 '243 owners · $1.67B
NEWBill Nygren$1.54B
REDUCEDRay Dalio$74.0M
INCREASEDLee Ainslie$57.2M
SOLDHarry Burn
Q3 '243 owners · $127.1M
REDUCEDHarry Burn$63.0M
INCREASEDRay Dalio$35.2M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
1%analyst est. 1.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.9%current: 2.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CNC: Held by 4 superinvestors · 34 congress member trades

SELLTim MooreR
$100,001 - $250,0002025-08-18
BUYTim MooreR
$1,001 - $15,0002025-08-08
SELLJulia LetlowR
$1,001 - $15,0002025-08-08
BUYTim MooreR
$15,001 - $50,0002025-08-07
BUYGil CisnerosD
$1,001 - $15,0002025-08-05
BUYRo KhannaD
$1,001 - $15,0002025-08-04
BUYTim MooreR
$15,001 - $50,0002025-07-30
BUYTim MooreR
$15,001 - $50,0002025-07-29
BUYRo KhannaD
$1,001 - $15,0002025-07-25
BUYTim MooreR
$1,001 - $15,0002025-07-22
BUYTim MooreR
$15,001 - $50,0002025-07-21
BUYTim MooreR
$15,001 - $50,0002025-07-18
BUYTim MooreR
$15,001 - $50,0002025-07-14
SELLRo KhannaD
$1,001 - $15,0002025-06-23
BUYRo KhannaD
$1,001 - $15,0002025-06-20
SELLGil CisnerosD
$1,001 - $15,0002025-05-30
SELLRo KhannaD
$1,001 - $15,0002025-05-28
BUYRo KhannaD
$1,001 - $15,0002025-05-19
SELLRob BresnahanR
$1,001 - $15,0002025-05-15
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
CNC Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker