8 Knots Management as of Sept. 30, 2024
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 15.0 | $127M | 1.7M | 75.28 | |
| DaVita (DVA) | 13.4 | $113M | 691k | 163.93 | |
| Molina Healthcare (MOH) | 11.3 | $96M | 278k | 344.56 | |
| Pennant Group (PNTG) | 10.1 | $86M | 2.4M | 35.70 | |
| Brightspring Health Svcs (BTSG) | 10.0 | $85M | 5.8M | 14.68 | |
| CVS Caremark Corporation (CVS) | 8.4 | $71M | 1.1M | 62.88 | |
| Walgreen Boots Alliance | 7.6 | $64M | 7.2M | 8.96 | |
| Acadia Healthcare (ACHC) | 3.8 | $32M | 510k | 63.41 | |
| Encompass Health Corp (EHC) | 3.7 | $32M | 328k | 96.64 | |
| Enhabit Ord (EHAB) | 3.6 | $30M | 3.8M | 7.90 | |
| Alignment Healthcare (ALHC) | 3.4 | $29M | 2.4M | 11.82 | |
| Concentra Group Holdings Par Common Stock (CON) | 3.2 | $27M | 1.2M | 22.36 | |
| UnitedHealth (UNH) | 1.9 | $16M | 27k | 584.68 | |
| Oscar Health Cl A (OSCR) | 1.6 | $14M | 651k | 21.21 | |
| Select Medical Holdings Corporation (SEM) | 1.6 | $13M | 376k | 34.87 | |
| eHealth (EHTH) | 1.2 | $9.8M | 2.4M | 4.08 | |
| Modivcare | 0.2 | $1.9M | 135k | 14.28 |
