We are live on ! Find out more
8KM

8 Knots Management Portfolio holdings

AUM $868M
1-Year Est. Return 30.97%
This Fund
S&P 500
This Quarter Est. Return
+13.49%
1 Year Est. Return
+30.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$868M
AUM Growth
-$16M
Cap. Flow
-$113M
Cap. Flow %
-13.05%
Top 10 Hldgs %
98.74%
Holding
22
New
3
Increased
3
Reduced
5
Closed
10

Top Buys

Rank Stock Value
1
MOH icon
Molina Healthcare
MOH
+$188M
2
ELV icon
Elevance Health
ELV
+$113M
3
CAH icon
Cardinal Health
CAH
+$26.1M
4
PACS icon
PACS Group
PACS
+$13.4M
5
BTSG icon
BrightSpring Health Services
BTSG
+$11.9M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$95M
2
LH icon
Labcorp
LH
+$58.8M
3
DGX icon
Quest Diagnostics
DGX
+$52.5M
4
CVS icon
CVS Health
CVS
+$52M
5
PNTG icon
Pennant Group
PNTG
+$46.1M

Sector Composition

Rank Sector Weight
1 Healthcare 98.76%
2 Financials 1.24%
3 Consumer Discretionary 0%

No holdings matched the selected filter criteria.

Similar funds

ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
WFAL
Wedbush Fund Advisers, LLC Pasadena, California $967M AUM
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

8 Knots Management's Q4 2025 Portfolio in Review

As of Q4 2025, 8 Knots Management held 22 positions worth $868M, down 1.8% from $884M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

8 Knots Management withdrew a net $113M in Q4 2025, closing 10 positions and reducing 5 holdings. Its most notable exit was UnitedHealth, an estimated $95M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 99% of assets, up from 98% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, 8 Knots Management opened a new position in Molina Healthcare worth $199M.

  • 8 Knots Management's largest Q4 2025 buy was Molina Healthcare: 1,146,378 shares worth $199M.
  • 8 Knots Management added most to Elevance Health in Q4 2025, an estimated $113M increase.
  • 8 Knots Management's biggest Q4 2025 reduction was CVS Health, cutting an estimated $52M.
  • 8 Knots Management fully exited UnitedHealth in Q4 2025, selling an estimated $95M.
  • 8 Knots Management's ten largest holdings make up 99% of its $868M portfolio in Q4 2025.
  • 8 Knots Management opened 3 new positions and closed 10 in Q4 2025.
  • 8 Knots Management's portfolio value fell 1.8% quarter-over-quarter to $868M.

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