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| Name: |
8 KNOTS MANAGEMENT LLC |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75220 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CNC |
Centene Corp |
1 |
- |
$33.78 |
$185,220,000 |
3,050,904 |
23.35% |
64,044,000 |
1,050,648 |
0.526 |
Health Care Plans |
|
|
UNH |
Unitedhealth Group Inc |
2 |
- |
$307.56 |
$88,473,000 |
168,923 |
11.16% |
-59,358,000 |
-123,313 |
0.018 |
Health Care Plans |
|
|
ALHC |
Alignment Healthcare, Inc. |
3 |
- |
$0.00 |
$87,802,000 |
4,715,472 |
11.07% |
46,642,000 |
1,056,777 |
2.518 |
N/A |
|
|
PNTG |
Pennant Group, Inc. |
4 |
- |
$0.00 |
$75,803,000 |
3,014,023 |
9.56% |
11,288,000 |
581,313 |
10.692 |
N/A |
|
|
EHAB |
Enhabit, Inc. |
5 |
- |
$7.71 |
$43,851,000 |
4,988,718 |
5.53% |
9,246,000 |
557,820 |
8.653 |
N/A |
|
|
CON |
Concentra Group Holdings Pa... |
6 |
- |
$20.65 |
$41,944,000 |
1,932,890 |
5.29% |
7,363,000 |
184,607 |
1.518 |
N/A |
|
|
CVS |
CVS/Caremark Corp |
7 |
- |
$66.60 |
$41,810,000 |
617,120 |
5.27% |
20,042,000 |
132,202 |
0.047 |
Drug Stores |
|
|
ACHC |
Acadia Healthcare Company Inc |
8 |
- |
$73.18 |
$39,694,000 |
1,309,180 |
5% |
13,645,000 |
652,217 |
1.321 |
N/A |
|
|
CAH |
Cardinal Health Inc |
9 |
- |
$161.98 |
$36,664,000 |
266,126 |
4.62% |
-25,812,000 |
-262,123 |
0.091 |
Drugs Wholesale |
|
|
MCK |
McKesson Corp |
10 |
- |
$531.10 |
$31,931,000 |
47,446 |
4.03% |
-24,569,000 |
-51,692 |
0.029 |
Drugs Wholesale |
|
|
DVA |
Davita Healthcare Partners |
11 |
- |
$142.56 |
$29,606,000 |
193,542 |
3.73% |
-72,220,000 |
-487,340 |
0.173 |
Specialized Health Se... |
|
|
BTSG |
Brightspring Health Service... |
12 |
- |
$22.00 |
$26,580,000 |
1,469,341 |
3.35% |
-52,475,000 |
-3,172,788 |
0.74 |
N/A |
|
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DGX |
Quest Diagnostics Inc |
13 |
New |
$176.60 |
$20,906,000 |
123,555 |
2.64% |
20,906,000 |
123,555 |
0.092 |
Medical Laboratories ... |
|
|
EHTH |
Ehealth, Inc. |
14 |
- |
$4.26 |
$16,459,000 |
2,463,962 |
2.08% |
-6,065,000 |
67,775 |
9.426 |
Insurance Brokers |
|
|
HUM |
Humana Inc |
15 |
- |
$243.79 |
$15,156,000 |
57,278 |
1.91% |
-130,102,000 |
-515,256 |
0.043 |
Health Care Plans |
|
|
GDRX |
Goodrx Holdings, Inc. |
16 |
New |
$5.06 |
$8,106,000 |
1,838,011 |
1.02% |
8,106,000 |
1,838,011 |
0.531 |
N/A |
|
|
CLOV |
Social Capital Hedosophia H... |
17 |
New |
$0.00 |
$2,936,000 |
817,905 |
0.37% |
2,936,000 |
817,905 |
0.347 |
N/A |
|
|
MODV |
ModivCare Inc |
18 |
- |
$3.14 |
$177,000 |
134,833 |
0.02% |
-1,419,000 |
0 |
0.86 |
Specialized Health Se... |
|
|
SEM |
Select Medical Holdings Cor... |
20 |
Closed |
$15.13 |
$0 |
0 |
0% |
-7,261,000 |
-385,174 |
0 |
Specialized Health Se... |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
19 |
Closed |
$11.49 |
$0 |
0 |
0% |
-31,250,000 |
-3,349,363 |
0 |
N/A |
|
