8 KNOTS MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    16

  • Value ($000)

    $697,807

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
HUM
HUM

HUMANA INC

COM
444859102
$107.97M
16 %

441,623

PNTG
PNTG

PENNANT GROUP INC/THE

COM
70805E109
$79.19M
11 %

2,652,806

EHC
EHC

ENCOMPASS HEALTH CORP

COM
29261A100
$78.64M
11 %

641,314

ALHC
ALHC

ALIGNMENT HEALTHCARE INC

COM
01625V104
$70.22M
10 %

5,015,881

CAH
CAH

CARDINAL HEALTH INC

COM
14149Y108
$50.28M
7 %

299,258

THC
THC

TENET HEALTHCARE CORP

COM NEW
88033G407
$48.50M
7 %

275,559

PINC
PINC

PREMIER INC-CLASS A

CL A
74051N102
$37.15M
5 %

1,694,066

EHAB
EHAB

ENHABIT HOME HEALTH & HOSPIC

COM
29332G102
$37.14M
5 %

3,853,067

EVH
EVH

EVOLENT HEALTH INC - A

CL A
30050B101
$32.80M
5 %

2,913,135

DGX
DGX

QUEST DIAGNOSTICS INC

COM
74834L100
$31.71M
5 %

176,538

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