LongCNCJun 2026
Centene
Diamond Hill initiated a position in Centene as a managed care recovery idea. The manager believes reimbursement rates have a realistic path to catch up with underlying cost…
CNC
Which hedge funds are long CNC?
3 published ideas on Centene across 3 funds — 3 long and 0 short.
Centene hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Centene: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCNCJun 2026
Centene Corporation
Diamond Hill initiated Centene because it believes managed-care margins have a realistic path to recovery. The core mechanism is reimbursement rates catching up with underlying…
LongCNCJun 2026
Centene Corporation
Diamond Hill initiated a position in Centene because it believes managed-care margins now have a realistic path to recovery over the next few years. The recovery thesis depends…