SEC 13F Intelligence

Soapstone Management L.P. / KNF

Soapstone Management L.P.’s Knife River Corp Position

Does Soapstone Management L.P. own Knife River Corp (KNF)? Not currently — the last reported position was 34.1K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
34.1K
% of Portfolio
+1.77%
Quarters Held
6
position exited

Position History KNF

Reported value by quarter
Q2 ’23: $9MQ2 ’23Q3 ’23: $21MQ3 ’23Q4 ’23: $16MQ4 ’23Q1 ’24: $12MQ1 ’24Q2 ’24: $11MQ2 ’24Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202534.1K$2M+1.77%
Q2 2024154.3K$11M+7.22%
Q1 2024150.0K$12M+6.79%
Q4 2023237.0K$16M+8.58%
Q3 2023435.0K$21M+9.82%
Q2 2023205.1K$9M+3.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soapstone Management L.P.’s full portfolio or all institutional holders of KNF.