8 Knots Management, LLC Top Holdings and 13F Report (2024) → Are You Positioned For The New Energy Goldrush? (From Wealthpin Pro) (Ad) About 8 Knots Management, LLCInvestment Activity8 Knots Management, LLC has $708.98 million in total holdings as of March 31, 2024.8 Knots Management, LLC owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 33.32% of the portfolio was purchased this quarter.About 23.26% of the portfolio was sold this quarter.This quarter, 8 Knots Management, LLC has purchased 16 new stocks and bought additional shares in 7 stocks.8 Knots Management, LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Tenet Healthcare $107,814,480Encompass Health $106,430,343DaVita $94,584,267McKesson $76,786,729BRIGHTSPRING HEALTH SVCS INC $67,677,827 Largest New Holdings this Quarter BRIGHTSPRING HEALTH SVCS INC $67,677,827 HoldingRadNet $20,273,216 HoldingSelect Medical $4,916,832 Holding Largest Purchases this Quarter BRIGHTSPRING HEALTH SVCS INC 6,226,111 shares (about $67.68M)Tenet Healthcare 438,033 shares (about $46.04M)HCA Healthcare 93,664 shares (about $31.24M)RadNet 416,630 shares (about $20.27M)McKesson 32,756 shares (about $17.59M) Largest Sales this Quarter The Cigna Group 183,146 shares (about $66.52M)DaVita 169,227 shares (about $23.36M)Cardinal Health 151,929 shares (about $17.00M)Enhabit 115,885 shares (about $1.35M) Sector Allocation Over TimeMap of 500 Largest Holdings of8 Knots Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTHCTenet Healthcare$107,814,480$46,041,649 ▲74.5%1,025,73015.2%MedicalEHCEncompass Health$106,430,343$13,077,039 ▲14.0%1,288,81515.0%MedicalDVADaVita$94,584,267$23,361,787 ▼-19.8%685,14513.3%MedicalMCKMcKesson$76,786,729$17,585,059 ▲29.7%143,03210.8%MedicalBRIGHTSPRING HEALTH SVCS INC$67,677,827$67,677,827 ▲New Holding6,226,1119.5%COMHCAHCA Healthcare$53,874,100$31,239,754 ▲138.0%161,5277.6%MedicalPNTGThe Pennant Group$48,339,915$12,269,947 ▲34.0%2,462,5536.8%MedicalCORCencora$43,199,977$6,485,403 ▲17.7%177,7856.1%MedicalTRUPTrupanion$35,823,561$16,670,228 ▲87.0%1,297,4855.1%FinanceRDNTRadNet$20,273,216$20,273,216 ▲New Holding416,6302.9%MedicalCAHCardinal Health$18,341,753$17,000,855 ▼-48.1%163,9122.6%MedicalCIThe Cigna Group$15,604,458$66,516,794 ▼-81.0%42,9652.2%MedicalEHTHeHealth$14,449,0080.0%2,396,1872.0%FinanceSEMSelect Medical$4,916,832$4,916,832 ▲New Holding163,0790.7%MedicalEHABEnhabit$865,665$1,350,060 ▼-60.9%74,3060.1%MedicalUHSUniversal Health Services$0$40,009,860 ▼-100.0%00.0%MedicalHUMHumana$0$11,833,015 ▼-100.0%00.0%MedicalACHCAcadia Healthcare$0$2,582,332 ▼-100.0%00.0%MedicalOSCROscar Health$0$2,255,310 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
