Slate Path Capital LP: HUMANA INC (HUM): Quarterly 13F Position History
As of Q2 2026, Slate Path Capital LP reported 1,079,930 shares of HUMANA INC (HUM), worth $429.0M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: + 620,230 (+134.9%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,079,930Shares Held (Latest Filing)
- $429.0MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- +620,230Quarter-over-Quarter Share Change
- +$349.3MQuarter-over-Quarter Value Change
- 1,079,930Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,079,930 | +620,230 | +134.9% | $429.0M | 5.9% | $397.2 |
| Q1 2026 | 459,700 | 493,300 | -51.8% | $79.7M | 1.2% | $173.4 |
| Q4 2025 | 953,000 | – | – | $244.1M | 3.3% | $256.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Slate Path Capital LP first disclose a HUM position in 13F-HR filings?
Slate Path Capital LP first reported HUMANA INC (HUM) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Slate Path Capital LP's most recent quarter-over-quarter share-count change in HUM?
Between Q1 2026 and Q2 2026, Slate Path Capital LP added 620,230 shares of HUM (+134.9%), bringing the total reported position to 1,079,930 shares at a market value of $429.0M.
Does the implied price-per-share represent Slate Path Capital LP's cost basis in HUM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.