← Top Holdings

CNCCENTENE CORP DEL

CUSIP: 15135B101

3

Guru Owners

$7.1M

Total Value Held

217,101

Total Shares

$5.5M
0.02%
$982K
0.03%
$621K
0.05%

📊 Fundamentals

Market Cap$32.6B
Forward P/E14.8x
P/FCF4.8x
EPS (TTM)$-13.07
Revenue (TTM)$178.3B
Profit Margin-3.61%
Beta1.08

52-Week Range

$25.08
$69.29

Current: $66.12

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$417.9M$835.9M$1.25B$1.67BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $7.1M
REDUCEDRay Dalio$5.5M
INCREASEDTweedy Browne$621K
SOLDBill Nygren
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
SOLDLee Ainslie
Q4 '244 owners · $1.67B
NEWBill Nygren$1.54B
REDUCEDRay Dalio$74.0M
INCREASEDLee Ainslie$57.2M
NEWFPA Queens Road$1.8M
SOLDHarry Burn

💰 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
0%analyst est. 0.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.8%current: 3.8%
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 3 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