8 KNOTS MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    19

  • Value ($000)

    $884,126

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CNC

CENTENE CORP

COM
15135B101
$186.66M
21 %

5,231,550

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$94.97M
11 %

275,022

C
CVS

CVS HEALTH CORP

COM
126650100
$88.57M
10 %

1,174,797

L
LH

LABORATORY CRP OF AMER HLDGS

COM SHS
504922105
$58.81M
7 %

204,859

E
ELV

ANTHEM INC

COM
036752103
$57.50M
7 %

177,950

H
HCSG

HEALTHCARE SERVICES GROUP

COM
421906108
$56.53M
6 %

3,358,681

D
DGX

QUEST DIAGNOSTICS INC

COM
74834L100
$52.48M
6 %

275,344

B
BTSG

BRIGHTSPRING HEALTH SERVICES

COM
10950A106
$51.24M
6 %

1,733,548

A
ALHC

ALIGNMENT HEALTHCARE INC

COM
01625V104
$50.48M
6 %

2,893,093

P
PNTG

PENNANT GROUP INC/THE

COM
70805E109
$43.92M
5 %

1,741,555

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