8 KNOTS MANAGEMENT, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$999.4B
Holdings
17
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 292,236 | $147.8B | 14.79% | |
| 2 | HUMHUMANA INC | 572,534 | $145.3B | 14.53% | |
| 3 | CNCCENTENE CORP | 2,000,256 | $121.2B | 12.12% | |
| 4 | DVADAVITA INC | 680,882 | $101.8B | 10.19% | |
| 5 | BTSGBRIGHTSPRING HEALTH SERVICES | 4,642,129 | $79.1B | 7.91% | |
| 6 | PNTGPENNANT GROUP INC/THE | 2,432,710 | $64.5B | 6.46% | |
| 7 | CAHCARDINAL HEALTH INC | 528,249 | $62.5B | 6.25% | |
| 8 | MCKMCKESSON CORP | 99,138 | $56.5B | 5.65% | |
| 9 | ALHCALIGNMENT HEALTHCARE INC | 3,658,695 | $41.2B | 4.12% | |
| 10 | EHABENHABIT HOME HEALTH & HOSPIC | 4,430,898 | $34.6B | 3.46% | |
| 11 | CONCONCENTRA GROUP HOLDINGS PAR | 1,748,283 | $34.6B | 3.46% | |
| 12 | WBAWALGREENS BOOTS ALLIANCE INC | 3,349,363 | $31.2B | 3.13% | |
| 13 | ACHCACADIA HEALTHCARE CO INC | 656,963 | $26.0B | 2.61% | |
| 14 | EHTHEHEALTH INC | 2,396,187 | $22.5B | 2.25% | |
| 15 | CVSCVS HEALTH CORP | 484,918 | $21.8B | 2.18% | |
| 16 | SEMSELECT MEDICAL HOLDINGS CORP | 385,174 | $7.3B | 0.73% | |
| 17 | MODVQMODIVCARE INC | 134,833 | $1.6B | 0.16% |