8 KNOTS MANAGEMENT, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$884.1B
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CNCCENTENE CORP | 5,231,550 | $186.7B | 21.11% | |
| 2 | UNHUNITEDHEALTH GROUP INC | 275,022 | $95.0B | 10.74% | |
| 3 | CVSCVS HEALTH CORP | 1,174,797 | $88.6B | 10.02% | |
| 4 | LHLABORATORY CRP OF AMER HLDGS | 204,859 | $58.8B | 6.65% | |
| 5 | ELVANTHEM INC | 177,950 | $57.5B | 6.50% | |
| 6 | HCSGHEALTHCARE SERVICES GROUP | 3,358,681 | $56.5B | 6.39% | |
| 7 | DGXQUEST DIAGNOSTICS INC | 275,344 | $52.5B | 5.94% | |
| 8 | BTSGBRIGHTSPRING HEALTH SERVICES | 1,733,548 | $51.2B | 5.80% | |
| 9 | ALHCALIGNMENT HEALTHCARE INC | 2,893,093 | $50.5B | 5.71% | |
| 10 | PNTGPENNANT GROUP INC/THE | 1,741,555 | $43.9B | 4.97% | |
| 11 | EHABENHABIT HOME HEALTH & HOSPIC | 4,218,846 | $33.8B | 3.82% | |
| 12 | THCTENET HEALTHCARE CORP | 147,172 | $29.9B | 3.38% | |
| 13 | HCAHCA HEALTHCARE INC | 53,641 | $22.9B | 2.59% | |
| 14 | EVHEVOLENT HEALTH INC - A | 1,768,113 | $15.0B | 1.69% | |
| 15 | MCKMCKESSON CORP | 17,596 | $13.6B | 1.54% | |
| 16 | EHTHEHEALTH INC | 2,332,017 | $10.1B | 1.14% | |
| 17 | SCISERVICE CORP INTERNATIONAL | 84,062 | $7.0B | 0.79% | |
| 18 | ADUSADDUS HOMECARE CORP | 51,491 | $6.1B | 0.69% | |
| 19 | SGRYSURGERY PARTNERS INC | 220,088 | $4.8B | 0.54% |