Filer Name: 8 KNOTS MANAGEMENT, LLC
CIK: 1849457
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 17
Portfolio Value: $1.00B

8 Knots Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
UNH US UNITEDHEALTH GROUP INC 292,236 $148M 14.79% 987.3% -
HUM US HUMANA INC 572,534 $145M 14.53% 100.0% -
CNC US CENTENE CORP 2,000,256 $121M 12.12% 18.6% -
DVA US DAVITA INC 680,882 $102M 10.19% -1.4% -
BTSG US BRIGHTSPRING HEALTH SERVICES 4,642,129 $79M 7.91% -19.7% -
PNTG US PENNANT GROUP INC/THE 2,432,710 $65M 6.46% 1.5% -
CAH US CARDINAL HEALTH INC 528,249 $62M 6.25% 100.0% -
MCK US MCKESSON CORP 99,138 $56M 5.65% 100.0% -
ALHC US ALIGNMENT HEALTHCARE INC 3,658,695 $41M 4.12% 49.5% -
EHAB US ENHABIT INC 4,430,898 $35M 3.46% 16.4% -
CON US CONCENTRA GROUP HOLDINGS PAR 1,748,283 $35M 3.46% 42.7% -
WBA US WALGREENS BOOTS ALLIANCE INC 3,349,363 $31M 3.13% -53.4% -
ACHC US ACADIA HEALTHCARE CO INC 656,963 $26M 2.61% 28.9% -
EHTH US EHEALTH INC 2,396,187 $23M 2.25% - -
CVS US CVS HEALTH CORP 484,918 $22M 2.18% -57.2% -
SEM US SELECT MEDICAL HOLDINGS CORP 385,174 $7M 0.73% 2.3% -
MODV US MODIVCARE INC 134,833 $2M 0.16% - -
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