Discovery Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-230,800	Closed	-$15.6M	–	47
2023 Q2	$15.6M	Buy	230,800 +103,200	+81%	+$6.96M	1.64%	18
2023 Q1	$8.07M	Buy	+127,600	New	+$8.07M	0.92%	23