13F-HR filed by 8 KNOTS MANAGEMENT, LLC
8 KNOTS MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 16 holding rows worth $535,629,565.
- Accession
- 0001849457-24-000001
- Filer
- CIK 1849457
- Filed
- 2024-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 16 entries on the cover page, a total value of $535,629,565 stated on the cover page (in dollars after the unit check, H1), rows summing to $535,629,564 with VALUE read as dollars as filed, 13F file number 028-23924. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DAVITA INC COM | 23918K108 | Stock | 854,372 | $89,504,011 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 1,130,459 | $75,424,224 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 226,111 | $67,708,939 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 110,276 | $51,055,582 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 587,697 | $44,412,262 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 262,463 | $40,009,860 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 315,841 | $31,836,773 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 151,095 | $31,031,891 | dollars as filed | |
| PENNANT GROUP INC | 70805E109 | COM | 1,837,492 | $25,577,889 | dollars as filed | |
| TRUPANION INC | 898202106 | COM | 693,710 | $21,165,092 | dollars as filed | |
| EHEALTH INC | 28238P109 | COM | 2,396,187 | $20,894,751 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 67,863 | $18,369,157 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 25,847 | $11,833,015 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 33,209 | $2,582,332 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 246,482 | $2,255,310 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 190,191 | $1,968,476 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001849457-24-000001 | this filing | 2024-02-14 | acceptance time not in the bulk data set |