13F HOLDINGS REPORT
8 KNOTS MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001849457-25-000003
Total Value
$697.8M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 441,623 | $108.0M | 15.47% |
| 2 | PENNANT GROUP INC/THE | PNTG | 2,652,806 | $79.2M | 11.35% |
| 3 | ENCOMPASS HEALTH CORP | EHC | 641,314 | $78.6M | 11.27% |
| 4 | ALIGNMENT HEALTHCARE INC | ALHC | 5,015,881 | $70.2M | 10.06% |
| 5 | CARDINAL HEALTH INC | CAH | 299,258 | $50.3M | 7.20% |
| 6 | TENET HEALTHCARE CORP | THC | 275,559 | $48.5M | 6.95% |
| 7 | PREMIER INC-CLASS A | PREM | 1,694,066 | $37.2M | 5.32% |
| 8 | ENHABIT HOME HEALTH & HOSPIC | EHAB | 3,853,067 | $37.1M | 5.32% |
| 9 | EVOLENT HEALTH INC - A | EVH | 2,913,135 | $32.8M | 4.70% |
| 10 | QUEST DIAGNOSTICS INC | DGX | 176,538 | $31.7M | 4.54% |
| 11 | LABORATORY CRP OF AMER HLDGS | LH | 104,184 | $27.3M | 3.92% |
| 12 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 1,750,188 | $26.6M | 3.81% |
| 13 | CIGNA CORP | 125523100 | 79,617 | $26.3M | 3.77% |
| 14 | ACADIA HEALTHCARE CO INC | ACHC | 844,850 | $19.2M | 2.75% |
| 15 | RADNET INC | RDNT | 257,488 | $14.7M | 2.10% |
| 16 | EHEALTH INC | EHTH | 2,332,017 | $10.1M | 1.45% |