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MIG Capital’s Knife River KNF Stock Holding History

MIG Capital’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
2025
Q4 		$29.1M Hold
413,380
– – 4.93% 8
2025
Q3 		$31.8M Buy
413,380
+27,542
+7% +$2.25M 4.62% 8
2025
Q2 		$31.5M Hold
385,838
– – 3.25% 14
2025
Q1 		$34.8M Sell
385,838
-175,325
-31% -$17.1M 4.33% 11
2024
Q4 		$57M Sell
561,163
-83,763
-13% -$8.19M 5.87% 6
2024
Q3 		$57.6M Hold
644,926
– – 6.99% 5
2024
Q2 		$45.2M Buy
644,926
+169,343
+36% +$12.7M 6.03% 8
2024
Q1 		$38.6M Buy
475,583
+59,941
+14% +$4.21M 5.36% 10
2023
Q4 		$27.5M Buy
+415,642
New +$23.6M 3.84% 14

Other funds holding KNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIG Capital's KNF Position: Q4 2025 in Review

MIG Capital held its Knife River (KNF) position steady in Q4 2025 at 413,380 shares worth $29.1M. The position accounts for 4.93% of the portfolio, ranked #8.

MIG Capital first reported a position in KNF in Q4 2023 and has held it in 9 quarters since. The position peaked at $57.6M in Q3 2024. 381 funds tracked by Wall St. Rank hold KNF as of Q4 2025.

  • MIG Capital held 413,380 shares of Knife River worth $29.1M as of Q4 2025.
  • MIG Capital left its Knife River share count unchanged in Q4 2025.
  • Knife River made up 4.93% of MIG Capital's portfolio in Q4 2025, its #8 holding.
  • MIG Capital first reported a position in Knife River in Q4 2023 and has held it in 9 quarters since.
  • MIG Capital's Knife River position peaked at $57.6M in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Knife River as of Q4 2025.

Based on MIG Capital's 13F filing for Q4 2025, filed 17 Feb 2026.