8 KNOTS MANAGEMENT, LLC - Portfolio Stock Holdings

8 KNOTS MANAGEMENT, LLC disclosed 22 stock positions in a recent SEC 13F filing. $868,105,408 of stock holdings were filed, with the largest holdings including MOH, CNC, and ELV. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 13, 2026.

We estimate the fund has a total AUM of $2,034,678,758 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.