8 Knots Management as of Dec. 31, 2024
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 14.8 | $148M | 292k | 505.86 | |
| Humana (HUM) | 14.5 | $145M | 573k | 253.71 | |
| Centene Corporation (CNC) | 12.1 | $121M | 2.0M | 60.58 | |
| DaVita (DVA) | 10.2 | $102M | 681k | 149.55 | |
| Brightspring Health Svcs (BTSG) | 7.9 | $79M | 4.6M | 17.03 | |
| Pennant Group (PNTG) | 6.5 | $65M | 2.4M | 26.52 | |
| Cardinal Health (CAH) | 6.3 | $63M | 528k | 118.27 | |
| McKesson Corporation (MCK) | 5.7 | $57M | 99k | 569.91 | |
| Alignment Healthcare (ALHC) | 4.1 | $41M | 3.7M | 11.25 | |
| Enhabit Ord (EHAB) | 3.5 | $35M | 4.4M | 7.81 | |
| Concentra Group Holdings Par Common Stock (CON) | 3.5 | $35M | 1.7M | 19.78 | |
| Walgreen Boots Alliance | 3.1 | $31M | 3.3M | 9.33 | |
| Acadia Healthcare (ACHC) | 2.6 | $26M | 657k | 39.65 | |
| eHealth (EHTH) | 2.3 | $23M | 2.4M | 9.40 | |
| CVS Caremark Corporation (CVS) | 2.2 | $22M | 485k | 44.89 | |
| Select Medical Holdings Corporation (SEM) | 0.7 | $7.3M | 385k | 18.85 | |
| Modivcare | 0.2 | $1.6M | 135k | 11.84 |
