8 KNOTS MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EHAB | 5.08M | $46.88M |
 | CNC | 4.71M | $193.66M |
 | EHTH | 2.33M | $10.73M |
 | BTSG | 2.09M | $78.16M |
 | ALHC | 1.87M | $36.90M |
 | HCSG | 1.59M | $30.45M |
 | MOH | 1.15M | $198.94M |
 | PACS | 610K | $23.42M |
 | CVS | 515K | $40.86M |
 | ELV | 512K | $179.34M |
 | CAH | 139K | $28.52M |
 | PNTG | 9K | $245.05K |
Enhabit, Inc.
EHAB
Shares Held
5.08M
Value
$46.88M
Centene Corporation
CNC
Shares Held
4.71M
Value
$193.66M
eHealth, Inc.
EHTH
Shares Held
2.33M
Value
$10.73M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
2.09M
Value
$78.16M
Alignment Healthcare, Inc.
ALHC
Shares Held
1.87M
Value
$36.90M
Healthcare Services Group, Inc.
HCSG
Shares Held
1.59M
Value
$30.45M
Molina Healthcare, Inc.
MOH
Shares Held
1.15M
Value
$198.94M
PACS Group, Inc.
PACS
Shares Held
610K
Value
$23.42M
CVS Health Corporation
CVS
Shares Held
515K
Value
$40.86M
Elevance Health Inc.
ELV
Shares Held
512K
Value
$179.34M
Cardinal Health, Inc.
CAH
Shares Held
139K
Value
$28.52M
The Pennant Group, Inc.
PNTG
Shares Held
9K
Value
$245.05K