8 Knots Management as of March 31, 2025
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 23.4 | $185M | 3.1M | 60.71 | |
| UnitedHealth (UNH) | 11.2 | $89M | 169k | 523.75 | |
| Alignment Healthcare (ALHC) | 11.1 | $88M | 4.7M | 18.62 | |
| Pennant Group (PNTG) | 9.6 | $76M | 3.0M | 25.15 | |
| Enhabit Ord (EHAB) | 5.5 | $44M | 5.0M | 8.79 | |
| Concentra Group Holdings Par Common Stock (CON) | 5.3 | $42M | 1.9M | 21.70 | |
| CVS Caremark Corporation (CVS) | 5.3 | $42M | 617k | 67.75 | |
| Acadia Healthcare (ACHC) | 5.0 | $40M | 1.3M | 30.32 | |
| Cardinal Health (CAH) | 4.6 | $37M | 266k | 137.77 | |
| McKesson Corporation (MCK) | 4.0 | $32M | 47k | 672.99 | |
| DaVita (DVA) | 3.7 | $30M | 194k | 152.97 | |
| Brightspring Health Svcs (BTSG) | 3.4 | $27M | 1.5M | 18.09 | |
| Quest Diagnostics Incorporated (DGX) | 2.6 | $21M | 124k | 169.20 | |
| eHealth (EHTH) | 2.1 | $17M | 2.5M | 6.68 | |
| Humana (HUM) | 1.9 | $15M | 57k | 264.60 | |
| Goodrx Holdings Inc-class A Com Cl A (GDRX) | 1.0 | $8.1M | 1.8M | 4.41 | |
| Clover Health Investments Com Cl A (CLOV) | 0.4 | $2.9M | 818k | 3.59 | |
| Modivcare | 0.0 | $177k | 135k | 1.31 |
