Investor
8 KNOTS MANAGEMENT, LLC
CIK 0001849457 · filed 2026-02-13 · SEC filing
13F book
$868.1M
Positions
12
Largest name
22.9%
Molina Healthcare, Inc. · MOH
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Molina Healthcare, Inc. | MOH | 1.15M | $198.9M | 22.9% | — | Held |
| Centene Corp Del | — | 4.71M | $193.7M | 22.3% | — | Held |
| Elevance Health Inc Formerly | — | 511.6K | $179.3M | 20.7% | — | Held |
| Brightspring Health Svcs Inc | — | 2.09M | $78.2M | 9.0% | — | Held |
| Enhabit Inc | — | 5.08M | $46.9M | 5.4% | — | Held |
| Cvs Health Corp | CVS | 514.8K | $40.9M | 4.7% | — | Held |
| Alignment Healthcare, Inc. | ALHC | 1.87M | $36.9M | 4.3% | — | Held |
| Healthcare Svcs Group Inc | — | 1.59M | $30.4M | 3.5% | — | Held |
| Cardinal Health Inc | CAH | 138.8K | $28.5M | 3.3% | — | Held |
| PACS Group, Inc. | PACS | 610.1K | $23.4M | 2.7% | — | Held |
| eHealth, Inc. | EHTH | 2.33M | $10.7M | 1.2% | — | Held |
| Pennant Group, Inc. | PNTG | 8.71K | $245K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.