Hood River Capital Management’s Knife River KNF Stock Holding History

Hood River Capital Management’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.7M	Buy	+510,622	New	+$41.1M	0.42%	81
2025 Q3	–	Sell	-516,866	Closed	-$42.2M	–	164
2025 Q2	$42.2M	Sell	516,866 -619,357	-55%	-$56.4M	0.59%	60
2025 Q1	$102M	Buy	1,136,223 +229,689	+25%	+$22.4M	1.75%	8
2024 Q4	$92.1M	Buy	906,534 +37,431	+4%	+$3.66M	1.36%	21
2024 Q3	$77.7M	Buy	869,103 +108,102	+14%	+$8.44M	1.25%	27
2024 Q2	$53.4M	Buy	761,001 +38,152	+5%	+$2.85M	1.11%	31
2024 Q1	$58.6M	Sell	722,849 -36,808	-5%	-$2.58M	1.31%	23
2023 Q4	$50.3M	Buy	759,657 +91,091	+14%	+$5.18M	1.38%	23
2023 Q3	$32.6M	Buy	+668,566	New	+$31.7M	1.05%	37

Other funds holding KNF

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hood River Capital Management's KNF Position: Q1 2026 in Review

Hood River Capital Management opened a new position in Knife River (KNF) in Q1 2026: 510,622 shares worth $41.7M. The stake represents 0.42% of the portfolio and ranks #81 among its holdings. This is a return to the name: Hood River Capital Management previously reported a position in KNF as recently as Q2 2025.

Hood River Capital Management first reported a position in KNF in Q3 2023 and has held it in 9 quarters since. The position peaked at $102M in Q1 2025. 387 funds tracked by Wall St. Rank hold KNF as of Q1 2026.

Hood River Capital Management held 510,622 shares of Knife River worth $41.7M as of Q1 2026.
Knife River was a new Hood River Capital Management position in Q1 2026.
Knife River made up 0.42% of Hood River Capital Management's portfolio in Q1 2026, its #81 holding.
Hood River Capital Management first reported a position in Knife River in Q3 2023 and has held it in 9 quarters since.
Hood River Capital Management's Knife River position peaked at $102M in Q1 2025.
387 funds tracked by Wall St. Rank held Knife River as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.