8 Knots Management as of Dec. 31, 2025
Portfolio Holdings for 8 Knots Management
8 Knots Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 22.9 | $199M | 1.1M | 173.54 | |
| Centene Corporation (CNC) | 22.3 | $194M | 4.7M | 41.15 | |
| Anthem (ELV) | 20.7 | $179M | 512k | 350.55 | |
| Brightspring Health Svcs (BTSG) | 9.0 | $78M | 2.1M | 37.45 | |
| Enhabit Ord (EHAB) | 5.4 | $47M | 5.1M | 9.22 | |
| CVS Caremark Corporation (CVS) | 4.7 | $41M | 515k | 79.36 | |
| Alignment Healthcare (ALHC) | 4.3 | $37M | 1.9M | 19.75 | |
| Healthcare Services (HCSG) | 3.5 | $30M | 1.6M | 19.12 | |
| Cardinal Health (CAH) | 3.3 | $29M | 139k | 205.50 | |
| Pacs Group Com Shs (PACS) | 2.7 | $23M | 610k | 38.39 | |
| eHealth (EHTH) | 1.2 | $11M | 2.3M | 4.60 | |
| Pennant Group (PNTG) | 0.0 | $245k | 8.7k | 28.15 |
