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Pecaut & Co’s Knife River KNF Stock Holding History

Pecaut & Co’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
Q2 		$4.19M Sell
50,140
-650
-1% -$53.7K 1.28% 20
2026
Q1 		$4.15M Hold
50,790
– – 1.35% 21
2025
Q4 		$3.57M Sell
50,790
-2,500
-5% -$176K 1.15% 22
2025
Q3 		$4.1M Buy
53,290
+425
+0.8% +$34.7K 1.32% 21
2025
Q2 		$4.32M Sell
52,865
-1,360
-3% -$124K 1.43% 20
2025
Q1 		$4.89M Sell
54,225
-4,350
-7% -$424K 1.66% 17
2024
Q4 		$5.95M Buy
58,575
+50
+0.1% +$4.89K 2.05% 15
2024
Q3 		$5.23M Buy
58,525
+1,025
+2% +$80K 1.85% 17
2024
Q2 		$4.03M Sell
57,500
-1,000
-2% -$74.7K 1.53% 18
2024
Q1 		$4.74M Sell
58,500
-4,500
-7% -$316K 1.77% 18
2023
Q4 		$4.17M Hold
63,000
– – 1.67% 18
2023
Q3 		$3.08M Buy
63,000
+4,875
+8% +$231K 1.29% 19
2023
Q2 		$2.53M Buy
+58,125
New +$2.47M 1.07% 24

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pecaut & Co's KNF Position: Q2 2026 in Review

Pecaut & Co reduced its Knife River (KNF) stake by 1.3% in Q2 2026, selling an estimated $53.7K and leaving 50,140 shares worth $4.19M. The position accounts for 1.28% of the portfolio, ranked #20.

Pecaut & Co first reported a position in KNF in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.95M in Q4 2024. 390 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Pecaut & Co held 50,140 shares of Knife River worth $4.19M as of Q2 2026.
  • Pecaut & Co sold 650 Knife River shares in Q2 2026, an estimated $53.7K.
  • Knife River made up 1.28% of Pecaut & Co's portfolio in Q2 2026, its #20 holding.
  • Pecaut & Co first reported a position in Knife River in Q2 2023 and has held it in 13 quarters since.
  • Pecaut & Co's Knife River position peaked at $5.95M in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.