← Top Holdings

KNXKNIGHT-SWIFT TRANSN HLDGS IN

CUSIP: 499049104

4

Guru Owners

$389.6M

Total Value Held

6.8M

Total Shares

$316.2M
2.82%
$72.5M
0.24%
$611K
0.01%
$254K
0.00%

📊 Fundamentals

Market Cap$12.1B
P/E Ratio354.0x
Above market avg
Forward P/E20.6x
P/FCF24.6x
EPS (TTM)$0.21
Revenue (TTM)$7.5B
Profit Margin0.45%
Div Yield1.08%
Beta1.19

52-Week Range

$38.63
$82.86

Current: $74.34

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 354.0x trailing earnings → 20.6x forward · 0.5% 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 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $389.6M
REDUCEDDan Sundheim$316.2M
REDUCEDRichard Pzena$72.5M
NEWLee Ainslie$611K
NEWRay Dalio$254K
Q4 '252 owners · $469.7M
INCREASEDDan Sundheim$403.5M
NEWRichard Pzena$66.2M
Q3 '251 owners · $147.4M
NEWDan Sundheim$147.4M
SOLDRay Dalio
Q1 '251 owners · $4.5M
REDUCEDRay Dalio$4.5M
Q4 '241 owners · $1.2M
NEWRay Dalio$1.2M
SOLDAndreas Halvorsen
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. 8.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.6%current: 6.6%
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 4 superinvestors · 1 congress member trade

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