Glenview Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105M	Buy	3,213,646 +1,357,752	+73%	+$55.7M	2.85%	12
2025 Q4	$76.4M	Buy	1,855,894 +1,483,922	+399%	+$55.5M	1.63%	17
2025 Q3	$13.3M	Buy	+371,972	New	+$11.2M	0.32%	45
2025 Q2	–	Sell	-1,301,660	Closed	-$79M	–	46
2025 Q1	$79M	Buy	1,301,660 +14,319	+1%	+$865K	1.95%	17
2024 Q4	$78M	Buy	+1,287,341	New	+$80.3M	1.97%	18
2024 Q3	–	Sell	-1,431,312	Closed	-$94.9M	–	48
2024 Q2	$94.9M	Buy	+1,431,312	New	+$104M	2.01%	16
2022 Q3	–	Sell	-1,073,420	Closed	-$90.8M	–	55
2022 Q2	$90.8M	Sell	1,073,420 -20,000	-2%	-$1.66M	2.31%	12
2022 Q1	$92.1M	Sell	1,093,420 -263,316	-19%	-$21.6M	1.88%	17
2021 Q4	$112M	Sell	1,356,736 -765,691	-36%	-$56.1M	2.43%	12
2021 Q3	$132M	Buy	2,122,427 +101,460	+5%	+$6.78M	2.41%	12
2021 Q2	$147M	Buy	+2,020,967	New	+$138M	2.44%	11
2020 Q2	–	Sell	-941,457	Closed	-$55.9M	–	47
2020 Q1	$55.9M	Sell	941,457 -34,590	-4%	-$2.1M	1.52%	20
2019 Q4	$61.4M	Sell	976,047 -405,212	-29%	-$22M	0.54%	39
2019 Q3	$59.8M	Sell	1,381,259 -100,000	-7%	-$4.87M	0.63%	39
2019 Q2	$77.7M	Buy	1,481,259 +756,507	+104%	+$40.9M	0.7%	38
2019 Q1	$38.5M	Buy	+724,752	New	+$44M	0.34%	42
2014 Q4	–	Sell	-6,415,892	Closed	-$133M	–	78
2014 Q3	$133M	Buy	+6,415,892	New	+$124M	0.69%	47