8 KNOTS MANAGEMENT, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$846.6B

Holdings

17

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (17 positions)

#StockSharesValue% PortfolioType
1
CNCCENTENE CORP DEL
1,686,809$126K0.00%
2
DVADAVITA INC
690,722$113K0.00%
3
MOHMOLINA HEALTHCARE INC
277,677$95K0.00%
4
PNTGPENNANT GROUP INC
2,396,735$85K0.00%
5
BTSGBRIGHTSPRING HEALTH SVCS INC
5,778,187$84K0.00%
6
CVSCVS HEALTH CORP
1,132,204$71K0.00%
7
WBAWALGREENS BOOTS ALLIANCE INC
7,180,273$64K0.00%
8
ACHCACADIA HEALTHCARE COMPANY IN
509,612$32K0.00%
9
EHCENCOMPASS HEALTH CORP
328,066$31K0.00%
10
EHABENHABIT INC
3,807,296$30K0.00%
11
ALHCALIGNMENT HEALTHCARE INC
2,446,968$28K0.00%
12
CONCONCENTRA GROUP HOLDINGS PAR
1,224,835$27K0.00%
13
UNHUNITEDHEALTH GROUP INC
26,876$15K0.00%
14
SEMSELECT MED HLDGS CORP
376,364$13K0.00%
15
OSCROSCAR HEALTH INC
650,607$13K0.00%
16
EHTHEHEALTH INC
2,396,187$9K0.00%
17
MODVQMODIVCARE INC
134,833$1K0.00%