8 Knots Management as of March 31, 2024
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brightspring Health Svcs | 51.3 | $677M | 6.2M | 108.70 | |
| Tenet Healthcare Corp Com New (THC) | 8.2 | $108M | 1.0M | 105.11 | |
| Encompass Health Corp (EHC) | 8.1 | $106M | 1.3M | 82.58 | |
| DaVita (DVA) | 7.2 | $95M | 685k | 138.05 | |
| McKesson Corporation (MCK) | 5.8 | $77M | 143k | 536.85 | |
| Hca Holdings (HCA) | 4.1 | $54M | 162k | 333.53 | |
| Pennant Group (PNTG) | 3.7 | $48M | 2.5M | 19.63 | |
| AmerisourceBergen (COR) | 3.3 | $43M | 178k | 242.99 | |
| Trupanion (TRUP) | 2.7 | $36M | 1.3M | 27.61 | |
| Radnet Cl A (RDNT) | 1.5 | $20M | 417k | 48.66 | |
| Cardinal Health (CAH) | 1.4 | $18M | 164k | 111.90 | |
| Cigna Corp (CI) | 1.2 | $16M | 43k | 363.19 | |
| eHealth (EHTH) | 1.1 | $14M | 2.4M | 6.03 | |
| Select Medical Holdings Corporation (SEM) | 0.4 | $4.9M | 163k | 30.15 | |
| Enhabit Ord (EHAB) | 0.1 | $866k | 74k | 11.65 |
