Molina Healthcare Draws a Major Bet From Cobalt Capital After a Sharp Pullback

Molina Healthcare is trading near multi-year lows, yet Cobalt Capital moved in with a position large enough to make MOH a top-four holding. For shareholders trying to understand whether this downturn represents structural erosion or cyclical noise, this move offers a revealing clue.COBALT Capital Management disclosed a new position in Molina Healthcare (MOH +2.13%) on November 13, 2025, acquiring 115,000 shares valued at $22,006,400. Its net position change estimated at $22,006,400. The position accounts fo ...