Which funds own KNX
Knight-swift Transn HLDGS In in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $162m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 1 buying.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $162m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 5
- 3 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 |
|---|---|---|---|---|---|
| Holocene Advisors LP Long/short equity · $44.4bn book | $136m | 0.3% | 1,748,797 | +$35m-9,928 | Trimmed |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $21m | 0.6% | 271,608 | -$34m-678,822 | Trimmed |
| Caxton Associates LLP Macro · $5.3bn book | $4.6m | 0.1% | 59,208 | +$4.3m+53,138 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- D1 Capital Partners LP · Long/short equity$316m held before
- Moore Capital Management LP · Macro$4.9m held before
- Schonfeld Strategic Advisors LLC · Multi-strategy$4.3m held before
Ownership through time
At least 14 of the 95 managers whose filings are on file listed KNX in Q2 2026, against 13 in Q3 2017. 2 managers more than in Q1 2026: 1 started a position; 5 listed it again; 2 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
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.
- Q3 2017: 13
- Q4 2017: 4
- Q1 2018: 13
- Q2 2018: 14
- Q3 2018: 5
- Q4 2018: 4
- Q1 2019: 4
- Q2 2019: 6
- Q3 2019: 7
- Q4 2019: 10
- Q1 2020: 13
- Q2 2020: 18
- Q3 2020: 19
- Q4 2020: 11
- Q1 2021: 9
- Q2 2021: 7
- Q3 2021: 7
- Q4 2021: 8
- Q1 2022: 10
- Q2 2022: 11
- Q3 2022: 11
- Q4 2022: 12
- Q1 2023: 12
- Q2 2023: 14
- Q3 2023: 16
- Q4 2023: 14
- Q1 2024: 11
- Q2 2024: 12
- Q3 2024: 8
- Q4 2024: 14
- Q1 2025: 18
- Q2 2025: 14
- Q3 2025: 14
- Q4 2025: 13
- Q1 2026: 12
- Q2 2026: 14
- Q3 2017: $1.2bn
- Q4 2017: $927m
- Q1 2018: $1.3bn
- Q2 2018: $822m
- Q3 2018: $633m
- Q4 2018: $440m
- Q1 2019: $708m
- Q2 2019: $933m
- Q3 2019: $1.2bn
- Q4 2019: $1.2bn
- Q1 2020: $1.5bn
- Q2 2020: $1.6bn
- Q3 2020: $1.7bn
- Q4 2020: $1.8bn
- Q1 2021: $2.0bn
- Q2 2021: $1.9bn
- Q3 2021: $1.8bn
- Q4 2021: $1.8bn
- Q1 2022: $1.5bn
- Q2 2022: $1.5bn
- Q3 2022: $1.6bn
- Q4 2022: $1.6bn
- Q1 2023: $1.9bn
- Q2 2023: $1.9bn
- Q3 2023: $1.7bn
- Q4 2023: $2.1bn
- Q1 2024: $1.8bn
- Q2 2024: $1.6bn
- Q3 2024: $1.5bn
- Q4 2024: $1.4bn
- Q1 2025: $1.0bn
- Q2 2025: $1.8bn
- Q3 2025: $1.6bn
- Q4 2025: $2.6bn
- Q1 2026: $1.8bn
- Q2 2026: $2.0bn
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
Largest increases, by shares
- AQR Capital Management LLC3,410,918 to 4,488,969 shares+$84m
- Brevan Howard Capital Management LPnew: 58,007 shares+$4.5m
Largest decreases, by shares
- Wellington Management Group LLP5,944,965 to 1,793,898 shares-$323m
- Fidelity (FMR LLC)9,706,667 to 8,061,153 shares-$128m
- Steadfast Capital Management LP950,430 to 271,608 shares-$53m
- Point72 Asset Management LP1,376,641 to 981,483 shares-$31m
- AllianceBernstein LP2,222,270 to 1,719,511 shares-$29m
Left it
- D1 Capital Partners LPwas $316m
- Maverick Capital Ltdwas $611k
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q3 2018 | $928m | $628m | |
| Invesco Ltd | Q3 2017 | $401m | $401m | |
| AQR Capital Management LLC | Q3 2020 | $350m | $350m | |
| Wellington Management Group LLP | Q3 2017 | $1.1bn | $140m | |
| Holocene Advisors LP | Q2 2018 | $145m | $136m | |
| Two Sigma Investments LP | Q3 2017 | $134m | $134m | |
| AllianceBernstein LP | Q1 2018 | $511m | $99m | |
| Point72 Asset Management LP | Q3 2017 | $135m | $76m | |
| Squarepoint Ops LLC | Q3 2020 | $45m | $43m | |
| Steadfast Capital Management LP | Q2 2023 | $88m | $21m | |
| Hudson Bay Capital Management LP | Q1 2018 | $19m | $7.8m | |
| Caxton Associates LLP | Q3 2017 | $6.7m | $4.6m | |
| Brevan Howard Capital Management LP | Q3 2023 | $5.3m | $4.5m | |
| Winton Group Ltd | Q2 2019 | $10m | $1.3m | |
| D1 Capital Partners LP | Q3 2025 | $404m | last listed Q1 2026 | |
| MFS Investment Management | Q3 2019 | $203m | last listed Q2 2025 | |
| Balyasny Asset Management LLC | Q3 2017 | $202m | last listed Q4 2025 | |
| Millennium Management LLC | Q3 2017 | $186m | last listed Q2 2025 | |
| Citadel Advisors LLC | Q1 2018 | $164m | last listed Q1 2020 | |
| D. E. Shaw & Co. | Q3 2020 | $118m | last listed Q2 2021 | |
| Viking Global Investors LP | Q1 2024 | $94m | last listed Q1 2024 | |
| Glenview Capital Management LLC | Q2 2022 | $82m | last listed Q4 2025 | |
| Two Sigma Advisers LP | Q3 2017 | $68m | last listed Q3 2025 | |
| Freestone Grove Partners LP | Q4 2024 | $63m | last listed Q3 2025 |
What KNX 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 KNX →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
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The holdings, every quarter, and the week between
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