8 Knots Management, LLC

CIK Number: 0001849457

697.81M
Market Value
18
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CNC Centene Corpora...
29.00
+1.79% 3.05M +52.53% 185.22M 68.75 23.35% Share
2 UNH UnitedHealth Gr...
308.50
+1.48% 168.92K -42.2% 88.47M 513.11 11.16% Share
3 ALHC Alignment Healt...
15.29
+1.63% 4.72M +28.88% 87.8M 13.2 11.07% Share
4 PNTG The Pennant Gro...
25.05
-0.83% 3.01M +23.90% 75.8M 17.92 9.56% Share
5 EHAB Enhabit, Inc.
7.95
+5.09% 4.99M +12.59% 43.85M 10.16 5.53% Share
6 CON Concentra Group...
22.84
-1.74% 1.93M +10.56% 41.94M 21.6 5.29% Share
7 CVS CVS Health Corp...
70.09
+2.19% 617.12K +27.26% 41.81M 63.92 5.27% Share
8 ACHC Acadia Healthca...
21.13
+0.69% 1.31M +99.28% 39.69M 48.71 5.00% Share
9 CAH Cardinal Health...
149.63
+0.02% 266.13K -49.62% 36.66M 118.27 4.62% Share
10 MCK McKesson Corpor...
670.97
-0.31% 47.45K -52.14% 31.93M 569.91 4.03% Share
11 DVA DaVita Inc.
133.40
-1.46% 193.54K -71.57% 29.61M 113.88 3.73% Share
12 BTSG BrightSpring He...
23.09
+2.87% 1.47M -68.35% 26.58M 10.99 3.35% Share
13 DGX Quest Diagnosti...
179.11
-0.37% 123.56K +100.00% 20.91M 169.2 2.64% Share
14 EHTH eHealth, Inc.
3.56
+3.79% 2.46M +2.83% 16.46M 8.66 2.08% Share
15 HUM Humana Inc.
287.51
+0.39% 57.28K -90% 15.16M 253.71 1.91% Share
16 GDRX GoodRx Holdings...
5.11
+36.86% 1.84M +100.00% 8.11M 4.41 1.02% Share
17 CLOV Clover Health I...
2.61
-1.51% 817.9K +100.00% 2.94M 3.59 0.37% Share
18 MODV ModivCare Inc.
2.43
+3.40% 134.83K 0.00% 177.31K 14.28 0.02% Share