Long Focus Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.5M	Sell	285,440 -102,945	-27%	-$5.59M	0.59%	37
2025 Q1	$23.6M	Buy	388,385 +250,000	+181%	+$15.2M	0.79%	23
2024 Q4	$8.38M	Buy	+138,385	New	+$8.38M	0.27%	46
2022 Q1	–	Sell	-20,000	Closed	-$1.65M	–	101
2021 Q4	$1.65M	Buy	+20,000	New	+$1.65M	0.22%	53