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Disclosery

DME Capital Management, LP: CNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DME Capital Management, LP on CNC, newest first. How the timeline and the estimate are built.

DME Capital Management, LP held 1,651,150 CNC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,651,150 shares
    Change vs previous 13F -1,080,660 shares

    2.71% of the 13F portfolio, value $105,987,319.

    13F-HR 0001172661-26-003786 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,731,810 shares
    Change vs previous 13F +92,390 shares

    2.8% of the 13F portfolio, value $89,439,459.

    13F-HR 0001172661-26-002341 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,639,420 shares
    Change vs previous 13F +1,078,880 shares

    3.81% of the 13F portfolio, value $108,612,134.

    13F-HR 0001172661-26-001122 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,560,540 shares
    Change vs previous 13F +721,370 shares

    2.19% of the 13F portfolio, value $55,680,067.

    13F-HR 0001172661-25-005032 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 839,170 shares
    Change vs previous 13F +291,600 shares

    1.96% of the 13F portfolio, value $45,550,147.

    13F-HR 0001172661-25-003351 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 547,570 shares
    Change vs previous 13F -322,930 shares

    1.68% of the 13F portfolio, value $33,242,975.

    13F-HR 0001172661-25-002307 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 870,500 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $52,734,890.

    13F-HR 0001172661-25-001165 filed by DME Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).