8 Knots Management, LLC

CIK Number: 0001849457

793.12M
Market Value
17
# of Holdings
3 months
Avg. Holding Period
20.00%
Win Rate
24.60%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 UNH UnitedHealth Gr...
307.61
-1.89% 292.24K +987.35% 147.83M 513.11 14.79%
2 HUM Humana Inc.
235.40
+0.06% 572.53K +100.00% 145.26M 253.71 14.53%
3 CNC Centene Corpora...
54.64
-1.05% 2M +18.58% 121.18M 72.98 12.12%
4 DVA DaVita Inc.
137.64
+1.12% 680.88K -1.42% 101.83M 113.88 10.19%
5 BTSG BrightSpring He...
21.28
+0.47% 4.64M -19.66% 79.06M 10.99 7.91%
6 PNTG The Pennant Gro...
28.41
+2.66% 2.43M +1.50% 64.52M 16.19 6.46%
7 CAH Cardinal Health...
162.27
+0.53% 528.25K +100.00% 62.48M 118.27 6.25%
8 MCK McKesson Corpor...
719.35
-1.22% 99.14K +100.00% 56.5M 569.91 5.65%
9 ALHC Alignment Healt...
14.48
-3.08% 3.66M +49.52% 41.16M 11.63 4.12%
10 EHAB Enhabit, Inc.
9.91
+1.38% 4.43M +16.38% 34.61M 10.33 3.46%
11 CON Concentra Group...
21.28
-0.79% 1.75M +42.74% 34.58M 21.59 3.46%
12 WBA Walgreens Boots...
11.40
+0.09% 3.35M -53.35% 31.25M 17.24 3.13%
13 ACHC Acadia Healthca...
21.11
-0.57% 656.96K +28.91% 26.05M 66.97 2.61%
14 EHTH eHealth, Inc.
4.25
+4.17% 2.4M 0.00% 22.52M 8.72 2.25%
15 CVS CVS Health Corp...
67.73
+0.40% 484.92K -57.17% 21.77M 62.88 2.18%
16 SEM Select Medical ...
15.16
+0.66% 385.17K +2.34% 7.26M 16.01 0.73%
17 MODV ModivCare Inc.
3.29
+12.84% 134.83K 0.00% 1.6M 14.28 0.16%