8 KNOTS MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
18
- Value ($000)
$793,118
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001849457
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CNC CENTENE CORP | COM | 15135B101 | $185.22 M | 23 % | 3,050,904 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $88.47 M | 11 % | 168,923 | ||
ALHC ALIGNMENT HEALTHCARE INC | COM | 01625V104 | $87.80 M | 11 % | 4,715,472 | ||
PNTG PENNANT GROUP INC/THE | COM | 70805E109 | $75.80 M | 10 % | 3,014,023 | ||
EHAB ENHABIT HOME HEALTH & HOSPIC | COM | 29332G102 | $43.85 M | 6 % | 4,988,718 | ||
CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | $41.94 M | 5 % | 1,932,890 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $41.81 M | 5 % | 617,120 | ||
ACHC ACADIA HEALTHCARE CO INC | COM | 00404A109 | $39.69 M | 5 % | 1,309,180 | ||
CAH CARDINAL HEALTH INC | COM | 14149Y108 | $36.66 M | 5 % | 266,126 | ||
MCK MCKESSON CORP | COM | 58155Q103 | $31.93 M | 4 % | 47,446 |
Rows Per Page
10
- 10
- 50
- 100