← Top Holdings

KNXKNIGHT-SWIFT TRANSN HLDGS IN

CUSIP: 499049104

2

Guru Owners

$469.7M

Total Value Held

9.0M

Total Shares

$403.5M
3.77%
$66.2M
0.20%

📊 Fundamentals

Market Cap$9.2B
P/E Ratio138.7x
Above market avg
Forward P/E19.3x
P/FCF18.4x
EPS (TTM)$0.41
Revenue (TTM)$7.5B
Profit Margin0.88%
Div Yield1.41%
Beta1.10

52-Week Range

$36.69
$64.10

Current: $56.87

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 138.7x trailing earnings → 19.3x forward · 0.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$117.4M$234.8M$352.2M$469.7MQ1 '24Q4 '24Q1 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $469.7M
INCREASEDDan Sundheim$403.5M
NEWRichard Pzena$66.2M
Q3 '251 owners · $147.4M
NEWDan Sundheim$147.4M
Q1 '251 owners · $4.5M
REDUCEDRay Dalio$4.5M
Q4 '241 owners · $1.2M
Q1 '241 owners · $94.5M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 7.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.7%current: 6.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

KNX: Held by 2 superinvestors · 1 congress member trade

$1,001 - $15,0002025-06-26