
What smart money is saying about Knight-Swift
2 funds in our archive have pitched Knight-Swift — most recently Riverwater Partners Sustainable Value Strategy in June 2026.
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.
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Position history
Every position in Knight-Swift on record in the archive was reported in Q2 2026, across 2 fund letters — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 2 |
Fund activity · 2 positions · 2 moves
- New positionMD SASS Concentrated ValueJune 2026
“During the quarter, we also exited our positions in Aon (AON), CBRE Group (CBRE), Danaher (DHR), Gildan Activewear (GIL), Quanta Services (PWR), and Synopsys (SNPS). We initiated new positions in Analog Devices (ADI), Flowserve (FLS), Knight-Swift Transportation (KNX), and TD SYNNEX (SNX) during Q2.”
Read the letterKnight-Swift - June 2026
“Knight-Swift (KNX) We added Knight Swift last quarter on the strength of two structural catalysts converging with a cyclical trough.”
Read the letterKnight-Swift
Fund coverage · 2 theses
Knight-Swift benefits from broker-liability rules and a cyclical trough that offers depressed through-cycle earnings power.
Read the full thesis- MD SASS Concentrated ValueJune 2026
Knight-Swift Transportation is a truckload carrier benefiting from tightening supply, improving rates, and potential market share gains.
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