8 Knots Management, Llc

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title: Scott Green - CEO
Location: Dallas, TX
Holdings as of: December 31, 2023
Value $: $536M
Num holdings: 16
Date filed: 2/14/2024, 04:34 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included DVA, EHC, CI, MCK, and THC.
Next filing: Q1 2024 - Aug 14, 2024
SEC: View on sec.gov

Sym	Weight	Company	Class	Value $	* Price $	Shares
DVA	16.7%	Davita Inc	COM	$89.5M	104.76	854K
EHC	14.1%	Encompass Health Corp	COM	$75.4M	66.72	1.13M
CI	12.6%	The Cigna Group	COM	$67.7M	299.45	226K
MCK	9.53%	Mckesson Corp	COM	$51.1M	462.98	110K
THC	8.29%	Tenet Healthcare Corp	COM	$44.4M	75.57	588K
UHS	7.47%	Universal Hlth Svcs Inc	CL B	$40M	152.44	262K
CAH	5.94%	Cardinal Health Inc	COM	$31.8M	100.80	316K
COR	5.79%	Cencora Inc	COM	$31M	205.38	151K
PNTG	4.78%	Pennant Group Inc	COM	$25.6M	13.92	1.84M
TRUP	3.95%	Trupanion Inc	COM	$21.2M	30.51	694K
EHTH	3.9%	Ehealth Inc	COM	$20.9M	8.72	2.4M
HCA	3.43%	Hca Healthcare Inc	COM	$18.4M	270.68	67.9K
HUM	2.21%	Humana Inc	COM	$11.8M	457.81	25.8K
ACHC	0.48%	Acadia Healthcare Company In	COM	$2.58M	77.76	33.2K
OSCR	0.42%	Oscar Health Inc	CL A	$2.26M	9.15	246K
EHAB	0.37%	Enhabit Inc	COM	$1.97M	10.35	190K

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Scott Green	CEO	Dallas, Texas	2/14/2024