KNXKNIGHT-SWIFT TRANSN HLDGS IN

CUSIP: 499049104

Guru Owners

$469.7M

Total Value Held

9.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dan Sundheim	D1 Capital Partners	7718299	$403.5M	3.77%	$52.28	Q4 2025
Richard Pzena	Pzena Investment Management	1265317	$66.2M	0.20%	$52.28	Q4 2025

Dan Sundheim

$403.5M

3.77%

Richard Pzena

$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

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

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. 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

BUYVal HoyleD

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