8 Knots Management’s BrightSpring Health Services BTSG Stock Holding History

8 Knots Management’s Portfolio BTSG Stock Details BTSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$78.2M	Buy	2,087,076 +353,528	+20%	+$11.9M	9%	4
2025 Q3	$51.2M	Buy	+1,733,548	New	+$40.3M	5.8%	8
2025 Q2	–	Sell	-1,469,341	Closed	-$26.6M	–	25
2025 Q1	$26.6M	Sell	1,469,341 -3,172,788	-68%	-$62.3M	3.35%	12
2024 Q4	$79.1M	Sell	4,642,129 -1,136,058	-20%	-$19.6M	7.91%	5
2024 Q3	$84.8M	Sell	5,778,187 -2,433,943	-30%	-$30.5M	10.02%	5
2024 Q2	$93.3M	Hold	8,212,130	–	–	9.01%	3
2024 Q1	$93.3M	Buy	+8,212,130	New	+$82.1M	9.01%	3

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

8 Knots Management's BTSG Position: Q4 2025 in Review

8 Knots Management increased its BrightSpring Health Services (BTSG) stake by 20% in Q4 2025, buying an estimated $11.9M and bringing the position to 2,087,076 shares worth $78.2M. The position accounts for 9% of the portfolio, ranked #4.

8 Knots Management first reported a position in BTSG in Q1 2024 and has held it in 7 quarters since. The position peaked at $93.3M in Q2 2024. 285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

8 Knots Management held 2,087,076 shares of BrightSpring Health Services worth $78.2M as of Q4 2025.
8 Knots Management bought 353,528 BrightSpring Health Services shares in Q4 2025, an estimated $11.9M.
BrightSpring Health Services made up 9% of 8 Knots Management's portfolio in Q4 2025, its #4 holding.
8 Knots Management first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 7 quarters since.
8 Knots Management's BrightSpring Health Services position peaked at $93.3M in Q2 2024.
285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

Based on 8 Knots Management's 13F filing for Q4 2025, filed 13 Feb 2026.