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Size ($ in 1000's)
At 12/31/2023: $531,791
At 09/30/2023: $0
8 Knots Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 8 Knots Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the 8 Knots Management LLC top holdings by largest position size, as per the latest 13f filing made by 8 Knots Management LLC.
In the 8 Knots Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by 8 Knots Management LLC in that top holding, then the share count change between reporting periods, and finally the 8 Knots Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DAVITA INC |
854,372 |
+854,372 |
$89,504 | | DVA | 854,372 | +854,372 | $89,504 | | ENCOMPASS HEALTH CORP |
1,130,459 |
+1,130,459 |
$75,424 | | EHC | 1,130,459 | +1,130,459 | $75,424 | | THE CIGNA GROUP |
226,111 |
+226,111 |
$67,709 | | CI | 226,111 | +226,111 | $67,709 | | MCKESSON CORP |
110,276 |
+110,276 |
$51,056 | | MCK | 110,276 | +110,276 | $51,056 | | TENET HEALTHCARE CORP |
587,697 |
+587,697 |
$44,412 | | THC | 587,697 | +587,697 | $44,412 | | UNIVERSAL HLTH SVCS INC |
262,463 |
+262,463 |
$40,010 | | UHS | 262,463 | +262,463 | $40,010 | | CARDINAL HEALTH INC |
315,841 |
+315,841 |
$31,837 | | CAH | 315,841 | +315,841 | $31,837 | | CENCORA INC |
151,095 |
+151,095 |
$27,194 | | ABC | 151,095 | +151,095 | $27,194 | | PENNANT GROUP INC |
1,837,492 |
+1,837,492 |
$25,578 | | PNTG | 1,837,492 | +1,837,492 | $25,578 | | TRUPANION INC |
693,710 |
+693,710 |
$21,165 | | TRUP | 693,710 | +693,710 | $21,165 | | EHEALTH INC |
2,396,187 |
+2,396,187 |
$20,895 | | EHTH | 2,396,187 | +2,396,187 | $20,895 | | HCA HEALTHCARE INC |
67,863 |
+67,863 |
$18,369 | | HCA | 67,863 | +67,863 | $18,369 | | HUMANA INC |
25,847 |
+25,847 |
$11,833 | | HUM | 25,847 | +25,847 | $11,833 | | ACADIA HEALTHCARE COMPANY IN |
33,209 |
+33,209 |
$2,582 | | ACHC | 33,209 | +33,209 | $2,582 | | OSCAR HEALTH INC |
246,482 |
+246,482 |
$2,255 | | OSCR | 246,482 | +246,482 | $2,255 |
See Full List: All Stocks Held By 8 Knots Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By 8 Knots Management LLC
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