8 KNOTS MANAGEMENT, LLC

8 KNOTS MANAGEMENT, LLC is an Investment Adviser institutional filer with the SEC under CIK 1849457, reporting 12 portfolio positions, with 9 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• Filing type: 13F-HR
• Latest reporting period: 2025-12-31
• Last filed: 2026-02-13

Top 10 portfolio positions

The largest reported holdings in 8 KNOTS MANAGEMENT, LLC's most recent 13F filing, ranked by reported market value.

1. MOLINA HEALTHCARE INC (MOH)
2. CENTENE CORP DEL (CNC)
3. ELEVANCE HEALTH INC (ELV)
4. BRIGHTSPRING HEALTH SVCS INC (BTSG)
5. ENHABIT INC (EHAB)
6. CVS HEALTH CORP (CVS)
7. ALIGNMENT HEALTHCARE INC (ALHC)
8. HEALTHCARE SVCS GROUP INC (HCSG)
9. CARDINAL HEALTH INC (CAH)
10. PACS GROUP INC (PACS)