KNIGHT-SWIFT TRANSPORTATION · CUSIP 499049104 · CIK 1633703
As of 2026-06-30, 12th Street Asset Management Company, LLC reported 548.78K KNX (shares), valued at $42.73M, or 6.09% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 12.14%; reported value increased 51.65%, and weight changed +1.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.09% | 548,785 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 4.61% | 489,388 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.59% | 184,146 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 1.27% | 189,409 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 2.11% | 277,936 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 2.15% | 290,455 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.56% | 292,929 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 2.66% | 292,506 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.66% | 291,519 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 2.78% | 291,799 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 4.39% | 404,462 | SEC filing ↗Filed Feb 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.39% | 404,462 | $23.32M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 2.78% | 291,799 | $16.05M | Shares decreased 27.86%; reported value decreased 31.15%, and weight changed -1.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.66% | 291,519 | $14.55M | Shares decreased 0.10%; reported value decreased 9.36%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.66% | 292,506 | $15.78M | Shares increased 0.34%; reported value increased 8.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.56% | 292,929 | $15.54M | Shares increased 0.14%; reported value decreased 1.54%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 2.15% | 290,455 | $12.63M | Shares decreased 0.84%; reported value decreased 18.70%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.11% | 277,936 | $12.29M | Shares decreased 4.31%; reported value decreased 2.68%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.27% | 189,409 | $7.48M | Shares decreased 31.85%; reported value decreased 39.12%, and weight changed -0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 1.59% | 184,146 | $9.63M | Shares decreased 2.78%; reported value increased 28.64%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 4.61% | 489,388 | $28.18M | Shares increased 165.76%; reported value increased 192.70%, and weight changed +3.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 6.09% | 548,785 | $42.73M | Shares increased 12.14%; reported value increased 51.65%, and weight changed +1.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.