8 KNOTS MANAGEMENT, LLC
Top Portfolio Positions
12 positions ·
$868,350,448 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MOH |
Molina Healthcare, Inc.
Healthcare
|
1,146,378 | $198,942,438 | 22.91% | |
| CNC |
Centene Corp
Healthcare
|
4,706,250 | $193,662,187 | 22.30% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
511,585 | $179,336,121 | 20.65% | |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
2,087,076 | $78,160,996 | 9.00% | |
| EHAB |
Enhabit, Inc.
Healthcare
|
5,084,714 | $46,881,063 | 5.40% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
514,834 | $40,857,226 | 4.71% | |
| ALHC |
Alignment Healthcare, Inc.
Healthcare
|
1,868,367 | $36,900,248 | 4.25% | |
| HCSG |
Healthcare Services Group Inc
Healthcare
|
1,592,565 | $30,449,842 | 3.51% | |
| CAH |
Cardinal Health Inc
Healthcare
|
138,795 | $28,522,372 | 3.28% | |
| PACS |
PACS Group, Inc.
Healthcare
|
610,070 | $23,420,587 | 2.70% |
Portfolio Trend
9 quarters · across all stocks
Holdings in ELV
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $179,336,121 | 511,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,499,204 | 177,950 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||