Free · no sign-up · Q2 2026

Which funds own KNF

Knife River Corp in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $229m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $229m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Baillie Gifford & Co Long-only · $110bn book	$229m	0.2%	2,739,232	+$11m+70,984	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Millennium Management LLC · Multi-strategy$11m held before

Ownership through time

At least 7 of the 95 managers whose filings are on file listed KNF in Q2 2026, against 3 in Q2 2023. The same number as in Q1 2026.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

T. Rowe Price Associates Inc4,497,284 to 5,116,421 shares+$52m
Capital World Investors2,643,484 to 3,244,201 shares+$50m
Neuberger Berman Group LLC1,133,064 to 1,412,674 shares+$23m
Baillie Gifford & Co2,668,248 to 2,739,232 shares+$5.9m
MFS Investment Management527,168 to 572,730 shares+$4.0m

Largest decreases, by shares

Capital Research Global Investors1,758,368 to 1,289,282 shares-$39m
GAMCO Investors Inc98,828 to 95,298 shares-$295k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
T. Rowe Price Associates Inc	Q1 2025	$428m	$428m
Capital World Investors	Q4 2025	$271m	$271m
Baillie Gifford & Co	Q3 2025	$229m	$229m
Neuberger Berman Group LLC	Q4 2025	$118m	$118m
Capital Research Global Investors	Q3 2024	$197m	$108m
MFS Investment Management	Q1 2025	$52m	$50m
GAMCO Investors Inc	Q1 2024	$8.1m	$8.0m
AllianceBernstein LP	Q4 2024	$112m	last listed Q2 2025
Schonfeld Strategic Advisors LLC	Q2 2023	$55m	last listed Q3 2024
Southeastern Asset Management Inc	Q2 2023	$37m	last listed Q4 2023
Two Sigma Advisers LP	Q4 2023	$32m	last listed Q4 2024
Two Sigma Investments LP	Q4 2023	$30m	last listed Q3 2024
Moore Capital Management LP	Q2 2024	$16m	last listed Q3 2024
Winton Group Ltd	Q2 2023	$15m	last listed Q2 2025
Tudor Investment Corp	Q2 2024	$7.6m	last listed Q2 2024
ExodusPoint Capital Management LP	Q4 2025	$4.7m	last listed Q4 2025
Quantbot Technologies LP	Q4 2023	$2.4m	last listed Q2 2024

What KNF is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around KNF →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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