8 KNOTS MANAGEMENT, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.0T

Holdings

18

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (18 positions)

#StockSharesValue% PortfolioType
1
DVADAVITA INC
1,179,633$163K0.00%
2
THCTENET HEALTHCARE CORP
985,693$131K0.00%
3
BTSGBRIGHTSPRING HEALTH SVCS INC
8,212,130$93K0.00%
4
UHSUNIVERSAL HLTH SVCS INC
453,877$83K0.00%
5
EHCENCOMPASS HEALTH CORP
977,427$83K0.00%
6
DGXQUEST DIAGNOSTICS INC
497,612$68K0.00%
7
WBAWALGREENS BOOTS ALLIANCE INC
5,622,559$68K0.00%
8
PNTGPENNANT GROUP INC
2,793,235$64K0.00%
9
HCAHCA HEALTHCARE INC
200,338$64K0.00%
10
SEMSELECT MED HLDGS CORP
1,421,058$49K0.00%
11
RDNTRADNET INC
509,247$30K0.00%
12
ACHCACADIA HEALTHCARE COMPANY IN
456,948$30K0.00%
13
EHABENHABIT INC
3,246,843$28K0.00%
14
MCKMCKESSON CORP
46,458$27K0.00%
15
OSCROSCAR HEALTH INC
1,042,049$16K0.00%
16
ABGCENCORA INC
65,550$14K0.00%
17
EHTHEHEALTH INC
2,396,187$10K0.00%
18
TRUPTRUPANION INC
204,119$6K0.00%