8 KNOTS MANAGEMENT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$697.8B
Holdings
16
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUMHUMANA INC | 441,623 | $108.0B | 15.47% | |
| 2 | PNTGPENNANT GROUP INC/THE | 2,652,806 | $79.2B | 11.35% | |
| 3 | EHCENCOMPASS HEALTH CORP | 641,314 | $78.6B | 11.27% | |
| 4 | ALHCALIGNMENT HEALTHCARE INC | 5,015,881 | $70.2B | 10.06% | |
| 5 | CAHCARDINAL HEALTH INC | 299,258 | $50.3B | 7.20% | |
| 6 | THCTENET HEALTHCARE CORP | 275,559 | $48.5B | 6.95% | |
| 7 | PINCPREMIER INC-CLASS A | 1,694,066 | $37.2B | 5.32% | |
| 8 | EHABENHABIT HOME HEALTH & HOSPIC | 3,853,067 | $37.1B | 5.32% | |
| 9 | EVHEVOLENT HEALTH INC - A | 2,913,135 | $32.8B | 4.70% | |
| 10 | DGXQUEST DIAGNOSTICS INC | 176,538 | $31.7B | 4.54% | |
| 11 | LHLABORATORY CRP OF AMER HLDGS | 104,184 | $27.3B | 3.92% | |
| 12 | SEMSELECT MEDICAL HOLDINGS CORP | 1,750,188 | $26.6B | 3.81% | |
| 13 | CICIGNA CORP | 79,617 | $26.3B | 3.77% | |
| 14 | ACHCACADIA HEALTHCARE CO INC | 844,850 | $19.2B | 2.75% | |
| 15 | RDNTRADNET INC | 257,488 | $14.7B | 2.10% | |
| 16 | EHTHEHEALTH INC | 2,332,017 | $10.1B | 1.45% |