Institutions / 8 Knots Management, LLC
8 Knots Management, LLC
CIK 1849457 · Institution · as of Dec 31, 2025
Portfolio value
$868.11M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Molina Healthcare Inc | $198.94M | 22.9% |
| Centene Corp | $193.66M | 22.3% |
| Elevance Health Inc | $179.34M | 20.7% |
| BrightSpring Health Services, Inc. | $78.16M | 9.0% |
| Enhabit, Inc. | $46.88M | 5.4% |
| CVS HEALTH Corp | $40.86M | 4.7% |
| Alignment Healthcare, Inc. | $36.90M | 4.3% |
| Healthcare Services Group Inc | $30.45M | 3.5% |
| Cardinal Health Inc | $28.52M | 3.3% |
| PACS Group, Inc. | $23.42M | 2.7% |
| eHealth, Inc. | $10.73M | 1.2% |
| Pennant Group, Inc. | $245.0K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.