8 KNOTS MANAGEMENT, LLC quarter change: USA Stocks, Reduced
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).
- CVS: Country of operation United States; Class COM; Shares 2025-09-30 1,174,797; Shares 2025-12-31 514,834.
- PNTG: Country of operation United States; Class COM; Shares 2025-09-30 1,741,555; Shares 2025-12-31 8,705.
- HCSG: Country of operation United States; Class COM; Shares 2025-09-30 3,358,681; Shares 2025-12-31 1,592,565.
- ALHC: Country of operation United States; Class COM; Shares 2025-09-30 2,893,093; Shares 2025-12-31 1,868,367.
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.
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