Kerrisdale Advisers’s Knight Transportation KNX Stock Holding History

Kerrisdale Advisers’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	–	Sell	-22,587	Closed	-$1.18M	–	115
2025 Q4	$1.18M	Hold	22,587	–	–	0.56%	42
2025 Q3	$892K	Buy	22,587 +2,605	+13%	+$113K	0.46%	47
2025 Q2	$884K	Sell	19,982 -6,135	-23%	-$261K	0.46%	39
2025 Q1	$1.14M	Sell	26,117 -13,405	-34%	-$691K	0.48%	36
2024 Q4	$2.1M	Sell	39,522 -9,550	-19%	-$520K	0.71%	31
2024 Q3	$2.65M	Sell	49,072 -20,085	-29%	-$1.04M	0.9%	31
2024 Q2	$3.45M	Buy	69,157 +2,145	+3%	+$105K	1.08%	31
2024 Q1	$3.69M	Hold	67,012	–	–	1.16%	27
2023 Q4	$3.86M	Buy	67,012 +4,010	+6%	+$210K	1.15%	31
2023 Q3	$3.16M	Sell	63,002 -988	-2%	-$54.8K	1%	34
2023 Q2	$3.56M	Hold	63,990	–	–	0.96%	36
2023 Q1	$3.62M	Sell	63,990 -15,000	-19%	-$858K	1.07%	33
2022 Q4	$4.14M	Hold	78,990	–	–	1.23%	26
2022 Q3	$3.87M	Buy	+78,990	New	+$4.05M	0.94%	27

Other funds holding KNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Kerrisdale Advisers's KNX Position: Q1 2026 in Review

Kerrisdale Advisers sold out of Knight Transportation (KNX) in Q1 2026, closing a stake of 22,587 shares — an estimated $1.18M sold.

Kerrisdale Advisers first reported a position in KNX in Q3 2022 and held it in 14 quarters. The position peaked at $4.14M in Q4 2022. 509 funds tracked by Wall St. Rank hold KNX as of Q1 2026.

Kerrisdale Advisers reported no remaining Knight Transportation position as of Q1 2026 after selling out during the quarter.
Kerrisdale Advisers sold 22,587 Knight Transportation shares in Q1 2026, an estimated $1.18M.
Kerrisdale Advisers first reported a position in Knight Transportation in Q3 2022 and held it in 14 quarters.
Kerrisdale Advisers's Knight Transportation position peaked at $4.14M in Q4 2022.
509 funds tracked by Wall St. Rank held Knight Transportation as of Q1 2026.

Based on Kerrisdale Advisers's 13F filing for Q1 2026, filed 15 May 2026.