8 Knots Management as of March 31, 2024
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 18 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 |
|---|---|---|---|---|---|
| DaVita (DVA) | 15.8 | $164M | 1.2M | 138.57 | |
| Tenet Healthcare Corp Com New (THC) | 12.7 | $131M | 986k | 133.03 | |
| Brightspring Health Svcs (BTSG) | 9.0 | $93M | 8.2M | 11.36 | |
| Universal Hlth Svcs CL B (UHS) | 8.1 | $84M | 454k | 184.93 | |
| Encompass Health Corp (EHC) | 8.1 | $84M | 977k | 85.79 | |
| Quest Diagnostics Incorporated (DGX) | 6.6 | $68M | 498k | 136.88 | |
| Walgreen Boots Alliance (WBA) | 6.6 | $68M | 5.6M | 12.10 | |
| Pennant Group (PNTG) | 6.3 | $65M | 2.8M | 23.19 | |
| Hca Holdings (HCA) | 6.2 | $64M | 200k | 321.28 | |
| Select Medical Holdings Corporation (SEM) | 4.8 | $50M | 1.4M | 35.06 | |
| Acadia Healthcare (ACHC) | 3.0 | $31M | 457k | 67.54 | |
| RadNet (RDNT) | 2.9 | $30M | 509k | 58.92 | |
| Enhabit Ord (EHAB) | 2.8 | $29M | 3.2M | 8.92 | |
| McKesson Corporation (MCK) | 2.6 | $27M | 47k | 584.04 | |
| Oscar Health Cl A (OSCR) | 1.6 | $17M | 1.0M | 15.82 | |
| AmerisourceBergen (COR) | 1.4 | $15M | 66k | 225.30 | |
| eHealth (EHTH) | 1.0 | $11M | 2.4M | 4.53 | |
| Trupanion (TRUP) | 0.6 | $6.0M | 204k | 29.40 |
