13F HOLDINGS REPORT
8 KNOTS MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002080880-25-000009
Total Value
$884.1M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTENE CORP | CNC | 5,231,550 | $186.7M | 21.11% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 275,022 | $95.0M | 10.74% |
| 3 | CVS HEALTH CORP | CVS | 1,174,797 | $88.6M | 10.02% |
| 4 | LABORATORY CRP OF AMER HLDGS | LH | 204,859 | $58.8M | 6.65% |
| 5 | ANTHEM INC | ELV | 177,950 | $57.5M | 6.50% |
| 6 | HEALTHCARE SERVICES GROUP | 421906108 | 3,358,681 | $56.5M | 6.39% |
| 7 | QUEST DIAGNOSTICS INC | DGX | 275,344 | $52.5M | 5.94% |
| 8 | BRIGHTSPRING HEALTH SERVICES | 10950A106 | 1,733,548 | $51.2M | 5.80% |
| 9 | ALIGNMENT HEALTHCARE INC | ALHC | 2,893,093 | $50.5M | 5.71% |
| 10 | PENNANT GROUP INC/THE | PNTG | 1,741,555 | $43.9M | 4.97% |
| 11 | ENHABIT HOME HEALTH & HOSPIC | EHAB | 4,218,846 | $33.8M | 3.82% |
| 12 | TENET HEALTHCARE CORP | THC | 147,172 | $29.9M | 3.38% |
| 13 | HCA HEALTHCARE INC | HCA | 53,641 | $22.9M | 2.59% |
| 14 | EVOLENT HEALTH INC - A | EVH | 1,768,113 | $15.0M | 1.69% |
| 15 | MCKESSON CORP | MCK | 17,596 | $13.6M | 1.54% |
| 16 | EHEALTH INC | EHTH | 2,332,017 | $10.1M | 1.14% |
| 17 | SERVICE CORP INTERNATIONAL | 817565104 | 84,062 | $7.0M | 0.79% |
| 18 | ADDUS HOMECARE CORP | ADUS | 51,491 | $6.1M | 0.69% |
| 19 | SURGERY PARTNERS INC | SGRY | 220,088 | $4.8M | 0.54% |