8 KNOTS MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNC | 5.23M | $186.66M |
 | EHAB | 4.22M | $33.79M |
 | HCSG | 3.36M | $56.53M |
 | ALHC | 2.89M | $50.48M |
 | EHTH | 2.33M | $10.05M |
 | EVH | 1.77M | $14.96M |
 | PNTG | 1.74M | $43.92M |
 | BTSG | 1.73M | $51.24M |
 | CVS | 1.17M | $88.57M |
 | DGX | 275K | $52.48M |
 | UNH | 275K | $94.97M |
 | SGRY | 220K | $4.76M |
 | LH | 205K | $58.81M |
 | ELV | 178K | $57.50M |
 | THC | 147K | $29.88M |
 | SCI | 84K | $7.00M |
 | HCA | 54K | $22.86M |
 | ADUS | 51K | $6.08M |
 | MCK | 18K | $13.59M |
Centene Corporation
CNC
Shares Held
5.23M
Value
$186.66M
Enhabit, Inc.
EHAB
Shares Held
4.22M
Value
$33.79M
Healthcare Services Group, Inc.
HCSG
Shares Held
3.36M
Value
$56.53M
Alignment Healthcare, Inc.
ALHC
Shares Held
2.89M
Value
$50.48M
eHealth, Inc.
EHTH
Shares Held
2.33M
Value
$10.05M
Evolent Health, Inc.
EVH
Shares Held
1.77M
Value
$14.96M
The Pennant Group, Inc.
PNTG
Shares Held
1.74M
Value
$43.92M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
1.73M
Value
$51.24M
CVS Health Corporation
CVS
Shares Held
1.17M
Value
$88.57M
Quest Diagnostics Incorporated
DGX
Shares Held
275K
Value
$52.48M
UnitedHealth Group Incorporated
UNH
Shares Held
275K
Value
$94.97M
Surgery Partners, Inc.
SGRY
Shares Held
220K
Value
$4.76M
Labcorp Holdings Inc.
LH
Shares Held
205K
Value
$58.81M
Elevance Health Inc.
ELV
Shares Held
178K
Value
$57.50M
Tenet Healthcare Corporation
THC
Shares Held
147K
Value
$29.88M
Service Corporation International
SCI
Shares Held
84K
Value
$7.00M
HCA Healthcare, Inc.
HCA
Shares Held
54K
Value
$22.86M
Addus HomeCare Corporation
ADUS
Shares Held
51K
Value
$6.08M
McKesson Corporation
MCK
Shares Held
18K
Value
$13.59M