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8 KNOTS MANAGEMENT, LLC Last Quarter Change: USA Stocks, Added

8 KNOTS MANAGEMENT, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, 8 KNOTS MANAGEMENT, LLC opened 3 positions, added to 3, reduced 5, sold out of 10 and left 1 unchanged. The largest increase in value was MOH (+$198,942,438); the largest decrease was UNH (-$94,965,097).

  • ELV: Country of operation United States; Class COM; Shares 2025-09-30 177,950; Shares 2025-12-31 511,585.
  • BTSG: Country of operation United States; Class COM; Shares 2025-09-30 1,733,548; Shares 2025-12-31 2,087,076.
  • EHAB: Country of operation United States; Class COM; Shares 2025-09-30 4,218,846; Shares 2025-12-31 5,084,714.

Two Form 13F-HR filings compared (SEC CIK 1849457): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-02-13). 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; share change is the position change.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
ELV
ELEVANCE HEALTH INC
United StatesCOM177,950511,585+333,635$57,499,204$179,336,122+$121,836,918
BTSG
BRIGHTSPRING HEALTH SVCS INC
United StatesCOM1,733,5482,087,076+353,528$51,243,679$78,160,996+$26,917,317
EHAB
ENHABIT INC
United StatesCOM4,218,8465,084,714+865,868$33,792,956$46,881,063+$13,088,107

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