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12th Street Asset Management Company’s Knight Transportation KNX Stock Holding History

12th Street Asset Management Company’s Portfolio KNX Stock Details KNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2M Buy
489,388
+305,242
+166% +$17.5M 4.61% 8
2025
Q4 		$9.63M Sell
184,146
-5,263
-3% -$247K 1.59% 20
2025
Q3 		$7.48M Sell
189,409
-88,527
-32% -$3.84M 1.27% 21
2025
Q2 		$12.3M Sell
277,936
-12,519
-4% -$532K 2.11% 18
2025
Q1 		$12.6M Sell
290,455
-2,474
-0.8% -$128K 2.15% 17
2024
Q4 		$15.5M Buy
292,929
+423
+0.1% +$23K 2.56% 19
2024
Q3 		$15.8M Buy
292,506
+987
+0.3% +$51.1K 2.66% 16
2024
Q2 		$14.6M Sell
291,519
-280
-0.1% -$13.7K 2.66% 16
2024
Q1 		$16.1M Sell
291,799
-112,663
-28% -$6.36M 2.78% 16
2023
Q4 		$23.3M Buy
404,462
+9,475
+2% +$496K 4.39% 9
2023
Q3 		$19.8M Sell
394,987
-21,960
-5% -$1.22M 4.06% 9
2023
Q2 		$23.2M Sell
416,947
-40,861
-9% -$2.28M 4.67% 7
2023
Q1 		$25.9M Sell
457,808
-573
-0.1% -$32.8K 5.42% 7
2022
Q4 		$24M Sell
458,381
-1,563
-0.3% -$80.8K 5.25% 7
2022
Q3 		$22.5M Sell
459,944
-22,247
-5% -$1.14M 6.29% 6
2022
Q2 		$22.3M Buy
482,191
+436
+0.1% +$20.6K 5.63% 7
2022
Q1 		$24.3M Buy
481,755
+44,033
+10% +$2.43M 5.56% 8
2021
Q4 		$26.7M Sell
437,722
-8,552
-2% -$484K 5.58% 7
2021
Q3 		$22.8M Sell
446,274
-1,336
-0.3% -$67.2K 5.04% 9
2021
Q2 		$20.3M Sell
447,610
-29,028
-6% -$1.39M 4.23% 10
2021
Q1 		$22.9M Buy
476,638
+65,648
+16% +$2.88M 4.8% 10
2020
Q4 		$17.2M Buy
410,990
+31,743
+8% +$1.29M 3.7% 12
2020
Q3 		$15.4M Buy
379,247
+129,907
+52% +$5.7M 3.84% 12
2020
Q2 		$10.4M Sell
249,340
-2,182
-0.9% -$83.2K 2.88% 14
2020
Q1 		$8.25M Sell
251,522
-184,683
-42% -$6.53M 3.12% 14
2019
Q4 		$15.6M Sell
436,205
-5,571
-1% -$205K 3.86% 13
2019
Q3 		$16M Sell
441,776
-138,432
-24% -$4.81M 4.24% 13
2019
Q2 		$19.1M Sell
580,208
-364,724
-39% -$11.6M 5.2% 11
2019
Q1 		$30.9M Buy
944,932
+57,978
+7% +$1.85M 8.18% 2
2018
Q4 		$22.2M Sell
886,954
-111,706
-11% -$3.46M 7.31% 5
2018
Q3 		$34.4M Buy
998,660
+200,660
+25% +$7.02M 8.19% 3
2018
Q2 		$29.2M Buy
798,000
+382,212
+92% +$15.7M 7.05% 5
2018
Q1 		$19.1M Buy
415,788
+37,677
+10% +$1.79M 4.51% 9
2017
Q4 		$16.5M Buy
378,111
+12,856
+4% +$528K 4.15% 11
2017
Q3 		$15.2M Buy
+365,255
New +$13.8M 3.93% 12

Other funds holding KNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

12th Street Asset Management Company's KNX Position: Q1 2026 in Review

12th Street Asset Management Company increased its Knight Transportation (KNX) stake by 166% in Q1 2026, buying an estimated $17.5M and bringing the position to 489,388 shares worth $28.2M. The position accounts for 4.61% of the portfolio, ranked #8.

12th Street Asset Management Company first reported a position in KNX in Q3 2017 and has held it in 35 quarters since. The position peaked at $34.4M in Q3 2018. 508 funds tracked by Wall St. Rank hold KNX as of Q1 2026.

  • 12th Street Asset Management Company held 489,388 shares of Knight Transportation worth $28.2M as of Q1 2026.
  • 12th Street Asset Management Company bought 305,242 Knight Transportation shares in Q1 2026, an estimated $17.5M.
  • Knight Transportation made up 4.61% of 12th Street Asset Management Company's portfolio in Q1 2026, its #8 holding.
  • 12th Street Asset Management Company first reported a position in Knight Transportation in Q3 2017 and has held it in 35 quarters since.
  • 12th Street Asset Management Company's Knight Transportation position peaked at $34.4M in Q3 2018.
  • 508 funds tracked by Wall St. Rank held Knight Transportation as of Q1 2026.

Based on 12th Street Asset Management Company's 13F filing for Q1 2026, filed 12 May 2026.