13F HOLDINGS REPORT
8 KNOTS MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001849457-25-000001
Total Value
$999.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 292,236 | $147.8M | 14.79% |
| 2 | HUMANA INC | HUM | 572,534 | $145.3M | 14.53% |
| 3 | CENTENE CORP | CNC | 2,000,256 | $121.2M | 12.12% |
| 4 | DAVITA INC | DVA | 680,882 | $101.8M | 10.19% |
| 5 | BRIGHTSPRING HEALTH SERVICES | 10950A106 | 4,642,129 | $79.1M | 7.91% |
| 6 | PENNANT GROUP INC/THE | PNTG | 2,432,710 | $64.5M | 6.46% |
| 7 | CARDINAL HEALTH INC | CAH | 528,249 | $62.5M | 6.25% |
| 8 | MCKESSON CORP | MCK | 99,138 | $56.5M | 5.65% |
| 9 | ALIGNMENT HEALTHCARE INC | ALHC | 3,658,695 | $41.2M | 4.12% |
| 10 | ENHABIT HOME HEALTH & HOSPIC | EHAB | 4,430,898 | $34.6M | 3.46% |
| 11 | CONCENTRA GROUP HOLDINGS PAR | CON | 1,748,283 | $34.6M | 3.46% |
| 12 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 3,349,363 | $31.2M | 3.13% |
| 13 | ACADIA HEALTHCARE CO INC | ACHC | 656,963 | $26.0M | 2.61% |
| 14 | EHEALTH INC | EHTH | 2,396,187 | $22.5M | 2.25% |
| 15 | CVS HEALTH CORP | CVS | 484,918 | $21.8M | 2.18% |
| 16 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 385,174 | $7.3M | 0.73% |
| 17 | MODIVCARE INC | 60783X104 | 134,833 | $1.6M | 0.16% |