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8 Knots Management, LLC
Scott J. Green · Hedge Fund · Long/Short Equity
8 Knots Management, LLC is a Dallas-based investment advisory firm founded in April 2019 by Scott J. Green. The firm specializes in the healthcare sector, primarily managing the 8 Knots Fund, LP, along with various separately managed accounts for institutional and high-net-worth clients. As a research-driven organization, it focuses on constructing concentrated portfolios within the U.S. public equity market, leveraging deep fundamental analysis to capitalize on sector-specific opportunities. Since its inception, the firm has grown to manage approximately $1.8 billion in assets, maintaining a lean team of investment professionals dedicated to fundamental healthcare investing.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +36.6% |
| YTD return | +26.3% |
| Sharpe ratio | 3.32 |
| Win rate | 59% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.8knotsfund.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CNC | Centene Corp | 28.2% | +81.8% |
| MOH | Molina Healthcare Inc | 21.8% | +6.4% |
| ELV | Elevance Health Inc | 20.8% | +9.0% |
| BTSG | BrightSpring Health Services, Inc. Common Stock | 12.3% | +62.1% |
| CVS | CVS Health Corp | 5.1% | +14.9% |
| HCSG | Healthcare Services Group Inc | 3.5% | +31.1% |
| ALHC | Alignment Healthcare LLC | 3.1% | -50.5% |
| CAH | Cardinal Health Inc | 2.8% | +16.3% |
| PACS | PACS Group, Inc. | 2.4% | +10.8% |
| PNTG | Pennant Group Inc | 0.0% | +53.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 18, 2026 | SELL | UNH | 8.6% → 0.0% |
| May 18, 2026 | BUY | ELV | 6.5% → 20.8% |
| May 18, 2026 | SELL | DGX | 4.4% → 0.0% |
| May 18, 2026 | SELL | ALHC | 7.6% → 3.1% |
| May 18, 2026 | BUY | CAH | 0.0% → 2.8% |
Investment Style Analysis
8 Knots Management, LLC is widely recognized for employing a Long/Short Equity strategy. As of Sep 21, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Healthcare Plans and Health Information Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 18, 8 Knots Management, LLC made a significant move by reducing the position in UNH. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
8 Knots Management employs a research-intensive investment philosophy centered on fundamental, technical, and cyclical analysis of securities within the healthcare industry. The firm utilizes a long/short equity strategy to target misunderstood or undervalued companies, often maintaining concentrated positions to maximize alpha generation. Its approach is opportunistic and flexible, allowing for the use of short sales, options, and margin transactions to manage risk-adjusted returns. By focusing on deep-dive fundamental research and disciplined risk management, the firm seeks to identify significant valuation gaps between market perception and intrinsic corporate value.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with 8 Knots Management, LLC.
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Frequently asked questions
How is the simulated portfolio for 8 Knots Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is 8 Knots Management, LLC's largest holding?
As of the latest filing, 8 Knots Management, LLC's top position is Centene Corp (CNC), representing 28.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is 8 Knots Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +36.6% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.32, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does 8 Knots Management, LLC primarily invest in?
8 Knots Management, LLC has a strong preference for the Healthcare Plans sector, which makes up 78.9% of their disclosed assets. The portfolio also has exposure to Health Information Services, indicating a specific thematic focus.
Is 8 Knots Management, LLC's portfolio concentrated or diversified?
8 Knots Management, LLC runs a highly concentrated portfolio with 10 disclosed positions. The top 3 holdings alone account for 70.7% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has 8 Knots Management, LLC performed in 2026?
Our AI-simulated model portfolio for 8 Knots Management, LLC tracks a Year-to-Date (YTD) return of +26.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott J. Green manage 8 Knots Management, LLC directly?
Yes, Scott J. Green serves as the key portfolio manager for 8 Knots Management, LLC, overseeing the investment strategy and final capital allocation decisions.