Steadfast Capital Management’s Knight Transportation KNX Stock Holding History

Steadfast Capital Management’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	$54.7M	Buy	+950,430	New	+$54.5M	1.87%	19
2024 Q3	–	Sell	-8,072	Closed	-$403K	–	63
2024 Q2	$403K	Sell	8,072 -195,928	-96%	-$9.59M	0.01%	54
2024 Q1	$11.2M	Sell	204,000 -1,323,000	-87%	-$74.6M	0.25%	49
2023 Q4	$88M	Buy	1,527,000 +8,000	+0.5%	+$419K	2.17%	20
2023 Q3	$76.2M	Buy	1,519,000 +819,307	+117%	+$45.5M	2.05%	23
2023 Q2	$38.9M	Buy	+699,693	New	+$39.1M	1.04%	35

Other funds holding KNX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Steadfast Capital Management's KNX Position: Q1 2026 in Review

Steadfast Capital Management opened a new position in Knight Transportation (KNX) in Q1 2026: 950,430 shares worth $54.7M. The stake represents 1.87% of the portfolio and ranks #19 among its holdings. This is a return to the name: Steadfast Capital Management previously reported a position in KNX as recently as Q2 2024.

Steadfast Capital Management first reported a position in KNX in Q2 2023 and has held it in 6 quarters since. The position peaked at $88M in Q4 2023. 506 funds tracked by Wall St. Rank hold KNX as of Q1 2026.

Steadfast Capital Management held 950,430 shares of Knight Transportation worth $54.7M as of Q1 2026.
Knight Transportation was a new Steadfast Capital Management position in Q1 2026.
Knight Transportation made up 1.87% of Steadfast Capital Management's portfolio in Q1 2026, its #19 holding.
Steadfast Capital Management first reported a position in Knight Transportation in Q2 2023 and has held it in 6 quarters since.
Steadfast Capital Management's Knight Transportation position peaked at $88M in Q4 2023.
506 funds tracked by Wall St. Rank held Knight Transportation as of Q1 2026.

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