8 KNOTS MANAGEMENT, LLC — 13F holdings

8 KNOTS MANAGEMENT, LLC reported 12 holdings worth $868M in its 13F filing for Q4 2025, filed February 13, 2026.

Largest positions

1. MOH MOLINA HEALTHCARE INC — $199M (22.9%)
2. CNC CENTENE CORP DEL — $194M (22.3%)
3. ELV ELEVANCE HEALTH INC — $179M (20.7%)
4. BTSG BRIGHTSPRING HEALTH SVCS INC — $78.2M (9.0%)
5. EHAB ENHABIT INC — $46.9M (5.4%)
6. CVS CVS HEALTH CORP — $40.9M (4.7%)
7. ALHC ALIGNMENT HEALTHCARE INC — $36.9M (4.3%)
8. HCSG HEALTHCARE SVCS GROUP INC — $30.4M (3.5%)
9. CAH CARDINAL HEALTH INC — $28.5M (3.3%)
10. PACS Pacs Group Inc — $23.4M (2.7%)