13F-HR filed by 8 KNOTS MANAGEMENT, LLC
8 KNOTS MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 18 holding rows worth $793,118,438.
- Accession
- 0001849457-25-000002
- Filer
- CIK 1849457
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 18 entries on the cover page, a total value of $793,118,438 stated on the cover page (in dollars after the unit check, H1), rows summing to $793,118,438 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 |
|---|---|---|---|---|---|---|
| CENTENE CORP DEL COM | 15135B101 | Stock | 3,050,904 | $185,220,382 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 168,923 | $88,473,421 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 4,715,472 | $87,802,089 | dollars as filed | |
| PENNANT GROUP INC | 70805E109 | COM | 3,014,023 | $75,802,678 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 4,988,718 | $43,850,831 | dollars as filed | |
| CONCENTRA GROUP HOLDINGS PAR | 20603L102 | COMMON STOCK | 1,932,890 | $41,943,713 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 617,120 | $41,809,880 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 1,309,180 | $39,694,338 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 266,126 | $36,664,179 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 47,446 | $31,930,684 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 193,542 | $29,606,120 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 1,469,341 | $26,580,379 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 123,555 | $20,905,506 | dollars as filed | |
| EHEALTH INC | 28238P109 | COM | 2,463,962 | $16,459,266 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 57,278 | $15,155,759 | dollars as filed | |
| GOODRX HLDGS INC | 38246G108 | COM CL A | 1,838,011 | $8,105,629 | dollars as filed | |
| CLOVER HEALTH INVESTMENTS CO | 18914F103 | COMMON STOCK | 817,905 | $2,936,279 | dollars as filed | |
| ModivCare Inc | 60783X104 | Common Stock | 134,833 | $177,305 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001849457-25-000002 | this filing | 2025-05-15 | acceptance time not in the bulk data set |