Advertisement
Screener

8 KNOTS MANAGEMENT, LLC Historic Quarter Change: USA Stocks, New

Add as a preferred source on Google

8 KNOTS MANAGEMENT, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, 8 KNOTS MANAGEMENT, LLC opened 39 positions, added to 35, reduced 32 and sold out of 43.

  • Q4 2025: Stock MOH; Country of operation United States; Class COM; Shares before 0.
  • Q4 2025: Stock CAH; Country of operation United States; Class COM; Shares before 0.
  • Q4 2025: Stock PACS; Country of operation United States; Class COM SHS; Shares before 0.
  • Q3 2025: Stock CNC; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1849457), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025MOH
MOLINA HEALTHCARE INC		United StatesCOM01,146,378+1,146,378$0$198,942,438+$198,942,4382026-02-13
Q4 2025CAH
CARDINAL HEALTH INC		United StatesCOM0138,795+138,795$0$28,522,373+$28,522,3732026-02-13
Q4 2025PACS
PACS GROUP INC		United StatesCOM SHS0610,070+610,070$0$23,420,587+$23,420,5872026-02-13
Q3 2025CNC
CENTENE CORP		United StatesCOM05,231,550+5,231,550$0$186,661,704+$186,661,7042025-11-14
Q3 2025UNH
UNITEDHEALTH GROUP INC		United StatesCOM0275,022+275,022$0$94,965,097+$94,965,0972025-11-14
Q3 2025CVS
CVS HEALTH CORP		United StatesCOM01,174,797+1,174,797$0$88,567,946+$88,567,9462025-11-14
Q3 2025ELV
ANTHEM INC		United StatesCOM0177,950+177,950$0$57,499,204+$57,499,2042025-11-14
Q3 2025HCSG
HEALTHCARE SERVICES GROUP		United StatesCOM03,358,681+3,358,681$0$56,526,601+$56,526,6012025-11-14
Q3 2025BTSG
BRIGHTSPRING HEALTH SERVICES		United StatesCOM01,733,548+1,733,548$0$51,243,679+$51,243,6792025-11-14
Q3 2025HCA
HCA HEALTHCARE INC		United StatesCOM053,641+53,641$0$22,861,794+$22,861,7942025-11-14
Q3 2025MCK
MCKESSON CORP		United StatesCOM017,596+17,596$0$13,593,614+$13,593,6142025-11-14
Q3 2025SCI
SERVICE CORP INTERNATIONAL		United StatesCOM084,062+84,062$0$6,995,640+$6,995,6402025-11-14
Q3 2025ADUS
ADDUS HOMECARE CORP		United StatesCOM051,491+51,491$0$6,075,423+$6,075,4232025-11-14
Q3 2025SGRY
SURGERY PARTNERS INC		United StatesCOM0220,088+220,088$0$4,762,704+$4,762,7042025-11-14
Q2 2025EHC
ENCOMPASS HEALTH CORP		United StatesCOM0641,314+641,314$0$78,644,336+$78,644,3362025-08-14
Q2 2025THC
TENET HEALTHCARE CORP		United StatesCOM NEW0275,559+275,559$0$48,498,384+$48,498,3842025-08-14
Q2 2025EVH
EVOLENT HEALTH INC - A		United StatesCL A02,913,135+2,913,135$0$32,801,900+$32,801,9002025-08-14
Q2 2025LH
LABORATORY CRP OF AMER HLDGS		United StatesCOM SHS0104,184+104,184$0$27,349,342+$27,349,3422025-08-14
Q2 2025SEM
SELECT MEDICAL HOLDINGS CORP		United StatesCOM01,750,188+1,750,188$0$26,567,854+$26,567,8542025-08-14
Q2 2025CI
CIGNA CORP		United StatesCOM079,617+79,617$0$26,319,788+$26,319,7882025-08-14
Q2 2025RDNT
RADNET INC		United StatesCOM0257,488+257,488$0$14,653,642+$14,653,6422025-08-14
Q1 2025DGX
QUEST DIAGNOSTICS INC		United StatesCOM0123,555+123,555$0$20,905,506+$20,905,5062025-05-15
Q1 2025GDRX
GOODRX HOLDINGS INC-CLASS A		United StatesCOM CL A01,838,011+1,838,011$0$8,105,629+$8,105,6292025-05-15
Q1 2025CLOV
CLOVER HEALTH INVESTMENTS CO		United StatesCOM CL A0817,905+817,905$0$2,936,279+$2,936,2792025-05-15
Q4 2024HUM
HUMANA INC		United StatesCOM0572,534+572,534$0$145,257,601+$145,257,6012025-02-14
Q4 2024CAH
CARDINAL HEALTH INC		United StatesCOM0528,249+528,249$0$62,476,009+$62,476,0092025-02-14
Q4 2024MCK
MCKESSON CORP		United StatesCOM099,138+99,138$0$56,499,738+$56,499,7382025-02-14
Q3 2024CNC
CENTENE CORP DEL		United StatesCOM01,686,809+1,686,809$0$126,982,981+$126,982,9812024-11-14
Q3 2024MOH
MOLINA HEALTHCARE INC		United StatesCOM0277,677+277,677$0$95,676,387+$95,676,3872024-11-14
Q3 2024CVS
CVS HEALTH CORP		United StatesCOM01,132,204+1,132,204$0$71,192,987+$71,192,9872024-11-14
Q3 2024ALHC
ALIGNMENT HEALTHCARE INC		United StatesCOM02,446,968+2,446,968$0$28,923,161+$28,923,1612024-11-14
Q3 2024CON
CONCENTRA GROUP HOLDINGS PAR		United StatesCOMMON STOCK01,224,835+1,224,835$0$27,387,310+$27,387,3102024-11-14
Q3 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM026,876+26,876$0$15,713,859+$15,713,8592024-11-14
Q3 2024MODVQ
MODIVCARE INC		United StatesCOM0134,833+134,833$0$1,925,415+$1,925,4152024-11-14
Q1 2024THC
TENET HEALTHCARE CORP		United StatesCOM NEW0985,693+985,693$0$131,126,740+$131,126,7402024-08-14
Q1 2024BTSG
BRIGHTSPRING HEALTH SVCS INC		United StatesCOM08,212,130+8,212,130$0$93,289,797+$93,289,7972024-08-14
Q1 2024DGX
QUEST DIAGNOSTICS INC		United StatesCOM0497,612+497,612$0$68,113,131+$68,113,1312024-08-14
Q1 2024SEM
SELECT MED HLDGS CORP		United StatesCOM01,421,058+1,421,058$0$49,822,293+$49,822,2932024-08-14
Q1 2024RDNT
RADNET INC		United StatesCOM0509,247+509,247$0$30,004,833+$30,004,8332024-08-14

Similar Firms

Firm NameCountry13F ValueHoldings
TWIN FOCUS CAPITAL PARTNERS, LLCUnited States$0.868B180
Aviance Capital Partners, LLCUnited States$0.868B361
Ascent Wealth Partners, LLCUnited States$0.869B183
Northcape Capital Pty LtdAustralia$0.867B8
CVA Family Office, LLCUnited States$0.869B1,290
SEMPER AUGUSTUS INVESTMENTS GROUP LLCUnited States$0.870B39
One Madison Group LLCUnited States$0.867B27
Keebeck Wealth ManagementUnited States$0.867B366
NOVEM GROUPUnited States$0.870B905
Atlas Venture Life Science Advisors, LLCUnited States$0.865B8
Advertisement