SEC 13F Intelligence

12th Street Asset Management Company, LLC / KNX

12th Street Asset Management Company, LLC’s Knight-Swift Transn Hldgs In Position

Does 12th Street Asset Management Company, LLC own Knight-Swift Transn Hldgs In (KNX)? Yes — 489.4K shares worth $28M (+4.61% of its 13F portfolio) as of Q1 2026, up from 184.1K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
489.4K
% of Portfolio
+4.61%
Quarters Held
30
currently held

Position History KNX

Reported value by quarter
Q4 ’18: $22MQ4 ’18Q1 ’19: $31MQ2 ’19: $19MQ3 ’19: $16MQ4 ’19: $16MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’21: $23MQ2 ’21: $20MQ3 ’21: $23MQ4 ’21: $27MQ4 ’21Q1 ’22: $24MQ2 ’22: $22MQ3 ’22: $23MQ4 ’22: $24MQ4 ’22Q1 ’23: $26MQ2 ’23: $23MQ3 ’23: $20MQ4 ’23: $23MQ4 ’23Q1 ’24: $16MQ2 ’24: $15MQ3 ’24: $16MQ4 ’24: $16MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $7MQ4 ’25: $10MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026489.4K$28M+4.61%
Q4 2025184.1K$10M+1.59%
Q3 2025189.4K$7M+1.27%
Q2 2025277.9K$12M+2.11%
Q1 2025290.5K$13M+2.15%
Q4 2024292.9K$16M+2.56%
Q3 2024292.5K$16M+2.66%
Q2 2024291.5K$15M+2.66%
Q1 2024291.8K$16M+2.78%
Q4 2023404.5K$23M+4.39%
Q3 2023395.0K$20M+4.06%
Q2 2023416.9K$23M+4.67%
Q1 2023457.8K$26M+5.42%
Q4 2022458.4K$24M+5.25%
Q3 2022459.9K$23M+6.29%
Q2 2022482.2K$22M+5.63%
Q1 2022481.8K$24M+5.56%
Q4 2021437.7K$27M+5.58%
Q3 2021446.3K$23M+5.04%
Q2 2021447.6K$20M+4.23%
Q1 2021476.6K$23M+4.80%
Q4 2020411.0K$17M+3.70%
Q3 2020379.2K$15M+3.84%
Q2 2020249.3K$10M+2.88%
Q1 2020251.5K$8M+3.12%
Q4 2019436.2K$16M+3.86%
Q3 2019441.8K$16M+4.24%
Q2 2019580.2K$19M+5.20%
Q1 2019944.9K$31M+8.18%
Q4 2018887.0K$22M+7.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12th Street Asset Management Company, LLC’s full portfolio or all institutional holders of KNX.