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  Name: 8 KNOTS MANAGEMENT LLC
  City: DALLAS
  State: TX
  Zip: 75220
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $708,982,000
  Total Value Change : $173,353,000
  Securities Held Change : -1
   
All Securities Held : 15
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 7
  Unchanged Positions : 1
  Decreased Positions : 4

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Holdings Found : 4     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (DVA)1 Year Chart         DVA Davita Healthcare Partners 3 - $138.54 $94,584,000 685,145 13.34% 5,080,000 -169,227 0.612    Specialized Health Se...
   (CAH)1 Year Chart         CAH Cardinal Health Inc 11 - $96.39 $18,342,000 163,912 2.59% -13,495,000 -151,929 0.056    Drugs Wholesale
   (CI)1 Year Chart         CI Cigna Corporation 12 - $332.61 $15,604,000 42,965 2.2% -52,105,000 -183,146 0.012    Health Care Plans
   (EHAB)1 Year Chart         EHAB Enhabit, Inc. 15 - $8.84 $866,000 74,306 0.12% -1,102,000 -115,885 0.129    N/A

      4 Records Found
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