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8 KNOTS MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    12

  • Value ($000)

    $868,105

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001849457
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MOH

MOLINA HEALTHCARE INC

COM
60855R100
$198.94M
23 %

1,146,378

C
CNC

CENTENE CORP DEL

COM
15135B101
$193.66M
22 %

4,706,250

E
ELV

ELEVANCE HEALTH INC

COM
036752103
$179.34M
21 %

511,585

B
BTSG

BRIGHTSPRING HEALTH SVCS INC

COM
10950A106
$78.16M
9 %

2,087,076

E
EHAB

ENHABIT INC

COM
29332G102
$46.88M
5 %

5,084,714

C
CVS

CVS HEALTH CORP

COM
126650100
$40.86M
5 %

514,834

A
ALHC

ALIGNMENT HEALTHCARE INC

COM
01625V104
$36.9M
4 %

1,868,367

H
HCSG

HEALTHCARE SVCS GROUP INC

COM
421906108
$30.45M
4 %

1,592,565

C
CAH

CARDINAL HEALTH INC

COM
14149Y108
$28.52M
3 %

138,795

P
PACS

PACS GROUP INC

COM SHS
69380Q107
$23.42M
3 %

610,070

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