4
CNC
CENTENE CORP DEL · Financials
Consensus score 4/100 · #104 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+12.3%
21-day momentum
+8.5%
recent volume
0.78×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+44.4%
30-wk MA slope
+9.2%
rel. strength
+43.6
52-wk range
96%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.9%
of their portfolios
Combined value
$195M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Glenview Capital Concentrated | 2.8% | $105M | ADD |
| Greenlight / DME Capital Long/short value | 2.8% | $89M | ADD |
| Tweedy Browne Graham/global value | 0.0% | $621K | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.