13F HOLDINGS REPORT (Amended)
8 KNOTS MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0001849457-24-000003
Total Value
$709.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP | THC | 1,025,730 | $107.8M | 15.21% |
| 2 | ENCOMPASS HEALTH CORP | EHC | 1,288,815 | $106.4M | 15.01% |
| 3 | DAVITA INC | DVA | 685,145 | $94.6M | 13.34% |
| 4 | MCKESSON CORP | MCK | 143,032 | $76.8M | 10.83% |
| 5 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 6,226,111 | $67.7M | 9.55% |
| 6 | HCA HEALTHCARE INC | HCA | 161,527 | $53.9M | 7.60% |
| 7 | PENNANT GROUP INC | PNTG | 2,462,553 | $48.3M | 6.82% |
| 8 | CENCORA INC | COR | 177,785 | $43.2M | 6.09% |
| 9 | TRUPANION INC | TRUP | 1,297,485 | $35.8M | 5.05% |
| 10 | RADNET INC | RDNT | 416,630 | $20.3M | 2.86% |
| 11 | CARDINAL HEALTH INC | CAH | 163,912 | $18.3M | 2.59% |
| 12 | THE CIGNA CORP | 125523100 | 42,965 | $15.6M | 2.20% |
| 13 | EHEALTH INC | EHTH | 2,396,187 | $14.4M | 2.04% |
| 14 | SELECT MED HLDGS CORP | 81619Q105 | 163,079 | $4.9M | 0.69% |
| 15 | ENHABIT INC | EHAB | 74,306 | $865,665 | 0.12% |