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8 KNOTS MANAGEMENT, LLC

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
12
-10
New Purchases
0
Added To
0
Closed
12
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $0 0%
Mid Cap 3 $0 0%
Small Cap 3 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$28.6B
Median Market Cap
$7.8B
Avg P/E
43.1
Median P/E
34.4
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVS —% -$41M -514,834 -100.0% SOLD
2 CAH —% -$29M -138,795 -100.0% SOLD
3 PACS —% -$23M -610,070 -100.0% SOLD
4 CNC —% -$194M -4,706,250 -100.0% SOLD
5 MOH —% -$199M -1,146,378 -100.0% SOLD
6 EHTH —% -$11M -2,332,017 -100.0% SOLD
7 HCSG —% -$30M -1,592,565 -100.0% SOLD
8 BTSG —% -$78M -2,087,076 -100.0% SOLD
9 ALHC —% -$37M -1,868,367 -100.0% SOLD
10 PNTG —% -$245K -8,705 -100.0% SOLD
11 EHAB —% -$47M -5,084,714 -100.0% SOLD
12 ANTM —% -$179M -511,585 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CVS —%
CAH —%
PACS —%
CNC —%
MOH —%
EHTH —%
HCSG —%
BTSG —%
ALHC —%
PNTG —%
EHAB —%
ANTM —%
View SEC EDGAR Filings for 8 KNOTS MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms