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

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

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).

  • MOH: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 1,146,378.
  • CAH: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 138,795.
  • PACS: Country of operation United States; Class COM SHS; Shares 2025-09-30 0; Shares 2025-12-31 610,070.

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
MOH
MOLINA HEALTHCARE INC
United StatesCOM01,146,378+1,146,378$0$198,942,438+$198,942,438
CAH
CARDINAL HEALTH INC
United StatesCOM0138,795+138,795$0$28,522,373+$28,522,373
PACS
PACS GROUP INC
United StatesCOM SHS0610,070+610,070$0$23,420,587+$23,420,587

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