Loading…
CIK 0001849457 • 4 13F filings • May 15, 2025 – Feb 13, 2026
Import this data to Google Sheets with:
=jivedata("8-knots-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIGNMENT HEALTHCARE INC | COM | $36.9M | 4.3%Prev: 5.7% | 1,868,367 SH | Decreased-1,024,726 SH |
| BRIGHTSPRING HEALTH SVCS INC | COM | $78.2M | 9.0% | 2,087,076 SH | New |
| CARDINAL HEALTH INC | COM | $28.5M | 3.3% | 138,795 SH | New |
| CENTENE CORP DEL | COM | $193.7M | 22.3% | 4,706,250 SH | New |
| CVS HEALTH CORP | COM | $40.9M | 4.7%Prev: 10.0% | 514,834 SH | Decreased-659,963 SH |
| EHEALTH INC | COM | $10.7M | 1.2%Prev: 1.1% | 2,332,017 SH | Increased |
| ELEVANCE HEALTH INC | COM | $179.3M | 20.7% | 511,585 SH | New |
| ENHABIT INC | COM | $46.9M | 5.4% | 5,084,714 SH | New |
| HEALTHCARE SVCS GROUP INC | COM | $30.4M | 3.5% | 1,592,565 SH | New |
| MOLINA HEALTHCARE INC | COM | $198.9M | 22.9% | 1,146,378 SH | New |
| PACS GROUP INC | COM SHS | $23.4M | 2.7% | 610,070 SH | New |
| PENNANT GROUP INC | COM | $245K | 0.0% | 8,705 SH | New |
| 13F-HR |
| 0001849457-25-000003 |
| $697.8M |
| View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001849457-25-000002 | $793.1M | View |