8 Knots Management as of June 30, 2025
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 16 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Humana (HUM) | 15.5 | $108M | 442k | 244.48 | |
| Pennant Group (PNTG) | 11.3 | $79M | 2.7M | 29.85 | |
| Encompass Health Corp (EHC) | 11.3 | $79M | 641k | 122.63 | |
| Alignment Healthcare (ALHC) | 10.1 | $70M | 5.0M | 14.00 | |
| Cardinal Health (CAH) | 7.2 | $50M | 299k | 168.00 | |
| Tenet Healthcare Corp Com New (THC) | 7.0 | $49M | 276k | 176.00 | |
| Premier Inc-class A Cl A (PINC) | 5.3 | $37M | 1.7M | 21.93 | |
| Enhabit Ord (EHAB) | 5.3 | $37M | 3.9M | 9.64 | |
| Evolent Health Inc - A Cl A (EVH) | 4.7 | $33M | 2.9M | 11.26 | |
| Quest Diagnostics Incorporated (DGX) | 4.5 | $32M | 177k | 179.63 | |
| Laboratory Crp Of Amer Hldgs Com Shs (LH) | 3.9 | $27M | 104k | 262.51 | |
| Select Medical Holdings Corporation (SEM) | 3.8 | $27M | 1.8M | 15.18 | |
| Cigna Corp (CI) | 3.8 | $26M | 80k | 330.58 | |
| Acadia Healthcare (ACHC) | 2.7 | $19M | 845k | 22.69 | |
| RadNet (RDNT) | 2.1 | $15M | 258k | 56.91 | |
| eHealth (EHTH) | 1.5 | $10M | 2.3M | 4.35 |
