Voss Capital’s Knife River KNF Stock Holding History

Voss 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
2026 Q1	–	Sell	-710,048	Closed	-$50M	–	62
2025 Q4	$50M	Buy	710,048 +270,048	+61%	+$19M	2.4%	14
2025 Q3	$33.8M	Buy	+440,000	New	+$35.9M	1.67%	15
2023 Q4	–	Sell	-82,000	Closed	-$4M	–	45
2023 Q3	$4M	Sell	82,000 -253,000	-76%	-$12M	0.5%	28
2023 Q2	$14.6M	Buy	+335,000	New	+$14.2M	1.76%	20

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

Voss Capital's KNF Position: Q1 2026 in Review

Voss Capital sold out of Knife River (KNF) in Q1 2026, closing a stake of 710,048 shares — an estimated $50M sold.

Voss Capital first reported a position in KNF in Q2 2023 and held it in 4 quarters. The position peaked at $50M in Q4 2025. 387 funds tracked by Wall St. Rank hold KNF as of Q1 2026.

Voss Capital reported no remaining Knife River position as of Q1 2026 after selling out during the quarter.
Voss Capital sold 710,048 Knife River shares in Q1 2026, an estimated $50M.
Voss Capital first reported a position in Knife River in Q2 2023 and held it in 4 quarters.
Voss Capital's Knife River position peaked at $50M in Q4 2025.
387 funds tracked by Wall St. Rank held Knife River as of Q1 2026.

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