8 KNOTS MANAGEMENT, LLC

Q4 2024 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    17

  • Value ($000)

    $999,430

  • Date Filed
    02/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$147.83M
15 %

292,236

HUM
HUM

HUMANA INC

COM
444859102
$145.26M
15 %

572,534

CNC
CNC

CENTENE CORP

COM
15135B101
$121.18M
12 %

2,000,256

DVA
DVA

DAVITA INC

COM
23918K108
$101.83M
10 %

680,882

BTSG
BTSG

BRIGHTSPRING HEALTH SERVICES

COM
10950A106
$79.06M
8 %

4,642,129

PNTG
PNTG

PENNANT GROUP INC/THE

COM
70805E109
$64.52M
7 %

2,432,710

CAH
CAH

CARDINAL HEALTH INC

COM
14149Y108
$62.48M
6 %

528,249

MCK
MCK

MCKESSON CORP

COM
58155Q103
$56.50M
6 %

99,138

ALHC
ALHC

ALIGNMENT HEALTHCARE INC

COM
01625V104
$41.16M
4 %

3,658,695

EHAB
EHAB

ENHABIT HOME HEALTH & HOSPIC

COM
29332G102
$34.61M
4 %

4,430,898

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