8 Knots Management, LLC
Last filed Feb 13, 2026
Inactive · not filing 13F
$868M
12
-$69M
98.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q4 2025 | |||||
 MOH | $199M | 22.92% | 2.25% | Not reported | Q3 2024 |
 CNC | $194M | 22.31% | 0.96% | -10.0% | Q3 2024 |
 ELV | $179M | 20.66% | 0.23% | +187.5% | Q3 2025 |
 BTSG | $78.2M | 9.00% | 1.09% | +20.4% | Q1 2024 |
| EHAB | $46.9M | 5.40% | 10.02% | +20.5% | Q4 2023 |
 CVS | $40.9M | 4.71% | 0.04% | -56.2% | Q3 2024 |
 ALHC | $36.9M | 4.25% | 0.92% | -35.4% | Q3 2024 |
 HCSG | $30.4M | 3.51% | 2.29% | -52.6% | Q3 2025 |
 CAH | $28.5M | 3.29% | 0.06% | Not reported | Q4 2023 |
 PACS | $23.4M | 2.70% | 0.39% | New | Q4 2025 |
 EHTH | $10.7M | 1.24% | 7.52% | Not reported | Q4 2023 |
 PNTG | $245K | 0.03% | 0.03% | -99.5% | Q4 2023 |
| Q3 2025 | |||||
| CNC | $187M | 21.11% | 1.06% | Not reported | Q3 2024 |
 UNH | $95M | 10.74% | 0.03% | Not reported | Q3 2024 |
| CVS | $88.6M | 10.02% | 0.09% | Not reported | Q3 2024 |
 LH | $58.8M | 6.65% | 0.25% | +96.6% | Q2 2025 |
| ELV | $57.5M | 6.50% | 0.08% | New | Q3 2025 |
| HCSG | $56.5M | 6.39% | 4.75% | New | Q3 2025 |
 DGX | $52.5M | 5.94% | 0.25% | +56.0% | Q1 2024 |
| BTSG | $51.2M | 5.80% | 0.96% | Not reported | Q1 2024 |
| ALHC | $50.5M | 5.71% | 1.45% | -42.3% | Q3 2024 |
| PNTG | $43.9M | 4.97% | 5.04% | -34.4% | Q4 2023 |
| EHAB | $33.8M | 3.82% | 8.32% | +9.5% | Q4 2023 |
 THC | $29.9M | 3.38% | 0.17% | -46.6% | Q4 2023 |
 HCA | $22.9M | 2.59% | 0.02% | Not reported | Q4 2023 |
 EVH | $15M | 1.69% | 1.50% | -39.3% | Q2 2025 |
 MCK | $13.6M | 1.54% | 0.01% | Not reported | Q4 2023 |
| EHTH | $10.1M | 1.14% | 7.63% | Not reported | Q4 2023 |
 SCI | $7M | 0.79% | 0.06% | New | Q3 2025 |
 ADUS | $6.08M | 0.69% | 0.28% | New | Q3 2025 |
 SGRY | $4.76M | 0.54% | 0.17% | New | Q3 2025 |
| Q2 2025 | |||||
 HUM | $108M | 15.47% | 0.37% | +671.0% | Q4 2023 |
| PNTG | $79.2M | 11.35% | 7.69% | -12.0% | Q4 2023 |
 EHC | $78.6M | 11.27% | 0.64% | Not reported | Q4 2023 |
| ALHC | $70.2M | 10.06% | 2.53% | +6.4% | Q3 2024 |
| CAH | $50.3M | 7.20% | 0.13% | +12.5% | Q4 2023 |
| THC | $48.5M | 6.95% | 0.30% | Not reported | Q4 2023 |
 PINC | $37.2M | 5.32% | 2.06% | New | Q2 2025 |
| EHAB | $37.1M | 5.32% | 7.61% | -22.8% | Q4 2023 |
| EVH | $32.8M | 4.70% | 2.48% | New | Q2 2025 |
| DGX | $31.7M | 4.54% | 0.16% | +42.9% | Q1 2024 |
| LH | $27.3M | 3.92% | 0.13% | New | Q2 2025 |
| SEM | $26.6M | 3.81% | 1.43% | Not reported | Q1 2024 |
 CI | $26.3M | 3.77% | 0.03% | Not reported | Q4 2023 |
 ACHC | $19.2M | 2.75% | 0.93% | -35.5% | Q4 2023 |
 RDNT | $14.7M | 2.10% | 0.34% | Not reported | Q1 2024 |
| EHTH | $10.1M | 1.45% | 7.69% | -5.4% | Q4 2023 |
| Q1 2025 | |||||
| CNC | $185M | 23.35% | 0.61% | +52.5% | Q3 2024 |
| UNH | $88.5M | 11.16% | 0.02% | -42.2% | Q3 2024 |
| ALHC | $87.8M | 11.07% | 2.39% | +28.9% | Q3 2024 |
| PNTG | $75.8M | 9.56% | 8.75% | +23.9% | Q4 2023 |
| EHAB | $43.9M | 5.53% | 9.88% | +12.6% | Q4 2023 |
 CON | $41.9M | 5.29% | 1.51% | +10.6% | Q3 2024 |
| CVS | $41.8M | 5.27% | 0.05% | +27.3% | Q3 2024 |
| ACHC | $39.7M | 5.00% | 1.45% | +99.3% | Q4 2023 |
| CAH | $36.7M | 4.62% | 0.11% | -49.6% | Q4 2023 |
| MCK | $31.9M | 4.03% | 0.04% | -52.1% | Q4 2023 |
 DVA | $29.6M | 3.73% | 0.25% | -71.6% | Q4 2023 |
| BTSG | $26.6M | 3.35% | 0.84% | -68.4% | Q1 2024 |
| DGX | $20.9M | 2.64% | 0.11% | Not reported | Q1 2024 |
| EHTH | $16.5M | 2.08% | 8.23% | +2.8% | Q4 2023 |
| HUM | $15.2M | 1.91% | 0.05% | -90.0% | Q4 2023 |
 GDRX | $8.11M | 1.02% | Not reported | New | Q1 2025 |
 CLOV | $2.94M | 0.37% | Not reported | New | Q1 2025 |
| MODV | $177K | 0.02% | Not reported | Not reported | Q3 2024 |