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What smart money is saying about CencoraUnited States flag

COR · Healthcare · Medical - Distribution · Market cap $58.81B

3 funds in our archive have pitched Cencora — most recently Alpha Wealth Fund The Insiders Fund in July 2026.

Company profile

Cencora, Inc. functions as a global leader in the sourcing and distribution of pharmaceutical products, with operations spanning both the United States and international markets. Within its U.S. Healthcare Solutions segment, the company supplies a broad spectrum of pharmaceutical items, including generic and injectable medications, over-the-counter health products, and home healthcare equipment. Its extensive client network includes acute care hospitals, health systems, a variety of retail and mail-order pharmacies (independent, chain, long-term care), medical clinics, and other healthcare providers. This division also manages the distribution of crucial specialized pharmaceutical products like plasma, blood derivatives, and vaccines. Beyond product supply, Cencora offers comprehensive support services, such as pharmacy management, staffing solutions, and strategic consulting. It develops and implements supply management software, provides packaging services for both institutional and retail healthcare settings, and assists with clinical trial support, post-market approval processes, and commercialization strategies. For biotechnology and pharmaceutical manufacturers, the company delivers data analytics, outcomes research, and other specialized services. Furthermore, Cencora serves the animal health market, providing pharmaceuticals, vaccines, parasiticides, diagnostics, and micro feed ingredients for both companion and production animals. It also offers sales force support to manufacturers and specialized services to medical professionals, particularly oncologists, as well as to hospitals and dialysis clinics. The International Healthcare Solutions division concentrates on global pharmaceutical wholesale activities, associated services, and worldwide commercialization support. It ensures the efficient distribution of medicines, various healthcare goods, and related services to an international customer base comprising pharmacies, doctors, health centers, and hospitals. This segment also delivers specialized transportation and logistics solutions specifically designed for the biopharmaceutical sector. Founded in 1871, the company was formerly known as AmerisourceBergen Corporation before adopting the name Cencora, Inc. in August 2023. Its corporate headquarters are situated in Conshohocken, Pennsylvania.

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Summarize with Warren AI
5
Reported positions
2
Bought
1
Sold
9
Letters

Position history

Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Cencora2 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Cencora, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001
Q2 20263110
Q1 20261100
Q2 20250002

Fund activity · 5 positions · 3 moves

Also mentioned · 2

These funds discuss Cencora — as a competitor, benchmark or comparable — without disclosing a position in it.

Fund coverage · 3 theses

Read every full thesis on Cencora

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