8 Knots Management as of Dec. 31, 2023
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 16.7 | $90M | 854k | 104.76 | |
| Encompass Health Corp (EHC) | 14.1 | $75M | 1.1M | 66.72 | |
| Cigna Corp (CI) | 12.6 | $68M | 226k | 299.45 | |
| McKesson Corporation (MCK) | 9.5 | $51M | 110k | 462.98 | |
| Tenet Healthcare Corporation (THC) | 8.3 | $44M | 588k | 75.57 | |
| Universal Hlth Svcs CL B (UHS) | 7.5 | $40M | 263k | 152.44 | |
| Cardinal Health (CAH) | 5.9 | $32M | 316k | 100.80 | |
| AmerisourceBergen (COR) | 5.8 | $31M | 151k | 205.38 | |
| Pennant Group (PNTG) | 4.8 | $26M | 1.8M | 13.92 | |
| Trupanion (TRUP) | 4.0 | $21M | 694k | 30.51 | |
| eHealth (EHTH) | 3.9 | $21M | 2.4M | 8.72 | |
| Hca Holdings (HCA) | 3.4 | $18M | 68k | 270.68 | |
| Humana (HUM) | 2.2 | $12M | 26k | 457.81 | |
| Acadia Healthcare (ACHC) | 0.5 | $2.6M | 33k | 77.76 | |
| Oscar Health Cl A (OSCR) | 0.4 | $2.3M | 247k | 9.15 | |
| Enhabit Ord (EHAB) | 0.4 | $2.0M | 190k | 10.35 |
