All companies
Knight-Swift Transportation logo

What smart money is saying about Knight-Swift TransportationUnited States flag

KNX · Industrials · Trucking · Market cap $11.28B

2 funds in our archive have pitched Knight-Swift Transportation, most recently MD SASS Concentrated Value in June 2026.

Company profile

Knight-Swift Transportation Holdings Inc. (KNX) stands as a prominent provider of transportation services, specializing in truckload freight solutions for clients throughout the United States, Mexico, and Canada. Its operational scope is segmented into four key areas: Trucking, Logistics, Less-than-truckload (LTL), and Intermodal. Under its Trucking segment, the company manages a diverse portfolio of services, including irregular route, dedicated, temperature-controlled (refrigerated), flatbed, expedited, dry van, drayage, and cross-border transportation for a wide variety of goods and materials. Beyond its core trucking operations, Knight-Swift provides logistics and intermodal solutions, which include freight brokerage, intermodal services, comprehensive freight management, and various non-trucking offerings. The firm also extends a suite of support services, such as vehicle repair and maintenance, warranty coverage, insurance, equipment leasing, manufacturing and warehousing of trailer parts, and professional driver training through its academy. Additionally, Knight-Swift facilitates national transportation requirements through its regional direct services, utilizing third-party carriers to cover regions outside its proprietary network. The company commands an extensive fleet, comprising 18,019 tractors in total (16,166 company-owned and 1,853 operated by independent contractors), alongside 67,606 trailers. Its LTL and intermodal capabilities are further bolstered by 2,735 tractors, 7,413 trailers, and 10,847 intermodal containers. Its clientele spans a broad spectrum of industries, including retail, food and beverage, consumer products, paper products, transportation and logistics, housing and building, automotive, and manufacturing sectors. Founded in 1989, the company maintains its corporate headquarters in Phoenix, Arizona.

Get an email when a fund buys, sells or pitches it

Summarize with Warren AI

Fund signal · last 12 months

3 letters

Too few moves on Knight-Swift Transportation yet for a clear signal

+3
Net flow
3 buys · 1 new position · 100%0 sells

Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.

Position history

Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Knight-Swift Transportation, with 3 buys (opened or added).

Fund letters reporting a position in Knight-Swift Transportation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261100
Q2 20262202

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions · 3 moves

Fund coverage · 2 theses

Read every full thesis on Knight-Swift Transportation

Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.

View plans→
Share this ledger