8 KNOTS MANAGEMENT, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.0T
Holdings
18
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DVADAVITA INC | 1,179,633 | $163.5B | 15.78% | |
| 2 | THCTENET HEALTHCARE CORP | 985,693 | $131.1B | 12.66% | |
| 3 | BTSGBRIGHTSPRING HEALTH SVCS INC | 8,212,130 | $93.3B | 9.01% | |
| 4 | UHSUNIVERSAL HLTH SVCS INC | 453,877 | $83.9B | 8.10% | |
| 5 | EHCENCOMPASS HEALTH CORP | 977,427 | $83.9B | 8.10% | |
| 6 | DGXQUEST DIAGNOSTICS INC | 497,612 | $68.1B | 6.58% | |
| 7 | WBAWALGREENS BOOTS ALLIANCE INC | 5,622,559 | $68.0B | 6.57% | |
| 8 | PNTGPENNANT GROUP INC | 2,793,235 | $64.8B | 6.25% | |
| 9 | HCAHCA HEALTHCARE INC | 200,338 | $64.4B | 6.21% | |
| 10 | SEMSELECT MED HLDGS CORP | 1,421,058 | $49.8B | 4.81% | |
| 11 | ACHCACADIA HEALTHCARE COMPANY IN | 456,948 | $30.9B | 2.98% | |
| 12 | RDNTRADNET INC | 509,247 | $30.0B | 2.90% | |
| 13 | EHABENHABIT INC | 3,246,843 | $29.0B | 2.80% | |
| 14 | MCKMCKESSON CORP | 46,458 | $27.1B | 2.62% | |
| 15 | OSCROSCAR HEALTH INC | 1,042,049 | $16.5B | 1.59% | |
| 16 | ABGCENCORA INC | 65,550 | $14.8B | 1.43% | |
| 17 | EHTHEHEALTH INC | 2,396,187 | $10.9B | 1.05% | |
| 18 | TRUPTRUPANION INC | 204,119 | $6.0B | 0.58% |