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What smart money is saying about Knight-SwiftUnited States flag

KNX · Industrials · Trucking · Market cap $11.28B

2 funds in our archive have pitched Knight-Swift — most recently Riverwater Partners Sustainable Value Strategy 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.

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2
Reported positions
2
Bought
0
Sold
2
Letters

Position history

Every position in Knight-Swift on record in the archive was reported in Q2 2026, across 2 fund letters2 opened or added to the position.

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

Fund activity · 2 positions · 2 moves

Fund coverage · 2 theses

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