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Institutional portfolios / 13F

8 KNOTS MANAGEMENT, LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q4 2025

Reported portfolio value
$868,105,408
As of December 31, 2025
Positions
12
Across disclosed securities
Top 5 weight
80.3%
Share of reported value

View SEC filing · Published 2026-02-13 21:23 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
MOLINA HEALTHCARE INCCOM · MOH
Holding details

Reported CUSIP: 60855R100

Issuer filings on SEC

Reported row 10 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,146,378 SH $198,942,438 22.92%22.92% —Comparison unavailable
CENTENE CORP DELCOM · CNC
Holding details

Reported CUSIP: 15135B101

Issuer filings on SEC

Reported row 6 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,706,250 SH $193,662,188 22.31%22.31% —Comparison unavailable
ELEVANCE HEALTH INCCOM · ELV
Holding details

Reported CUSIP: 036752103

Issuer filings on SEC

Reported row 2 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 511,585 SH $179,336,122 20.66%20.66% —Comparison unavailable
BRIGHTSPRING HEALTH SVCS INCCOM · BTSG
Holding details

Reported CUSIP: 10950A106

Issuer filings on SEC

Reported row 3 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,087,076 SH $78,160,996 9.00%9.00% —Comparison unavailable
ENHABIT INCCOM · EHAB
Holding details

Reported CUSIP: 29332G102

Issuer filings on SEC

Reported row 8 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 5,084,714 SH $46,881,063 5.40%5.40% —Comparison unavailable
CVS HEALTH CORPCOM · CVS
Holding details

Reported CUSIP: 126650100

Issuer filings on SEC

Reported row 4 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 514,834 SH $40,857,226 4.71%4.71% —Comparison unavailable
ALIGNMENT HEALTHCARE INCCOM · ALHC
Holding details

Reported CUSIP: 01625V104

Issuer filings on SEC

Reported row 1 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,868,367 SH $36,900,248 4.25%4.25% —Comparison unavailable
HEALTHCARE SVCS GROUP INCCOM · HCSG
Holding details

Reported CUSIP: 421906108

Issuer filings on SEC

Reported row 9 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,592,565 SH $30,449,843 3.51%3.51% —Comparison unavailable
CARDINAL HEALTH INCCOM · CAH
Holding details

Reported CUSIP: 14149Y108

Issuer filings on SEC

Reported row 5 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 138,795 SH $28,522,373 3.29%3.29% —Comparison unavailable
PACS GROUP INCCOM SHS · PACS
Holding details

Reported CUSIP: 69380Q107

Issuer filings on SEC

Reported row 11 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 610,070 SH $23,420,587 2.70%2.70% —Comparison unavailable
EHEALTH INCCOM · EHTH
Holding details

Reported CUSIP: 28238P109

Issuer filings on SEC

Reported row 7 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,332,017 SH $10,727,278 1.24%1.24% —Comparison unavailable
PENNANT GROUP INCCOM · PNTG
Holding details

Reported CUSIP: 70805E109

Issuer filings on SEC

Reported row 12 · 0002080880-26-000008

Quarterly change unavailable. Security identity or split coverage is incomplete.

 8,705 SH $245,046 0.03%0.03% —Comparison unavailable