Jeremy Grantham's KNX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 89,394 shares of Knight-Swift Transportation Holdings Inc. (KNX) worth $4.67 M, representing 0.01% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KNX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 95,200 shares. Largest reduction occurred in Q2 2023, reducing 210,430 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Knight-Swift Transportation Holdings (KNX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Knight-Swift Transportation Holdings (KNX) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +89,394 | New Buy | 89,394 | $52.28 |
| Q1 2025 | -39,243 | Sold Out | 0 | $0.00 |
| Q4 2024 | +39,243 | New Buy | 39,243 | $53.04 |
| Q3 2023 | -119,170 | Sold Out | 0 | $0.00 |
| Q2 2023 | -210,430 | Reduce 63.84% | 119,170 | $55.56 |
| Q1 2023 | -69,892 | Reduce 17.50% | 329,600 | $56.58 |
| Q4 2022 | +45,392 | Add 12.82% | 399,492 | $52.41 |
| Q3 2022 | +95,200 | Add 36.77% | 354,100 | $48.93 |
| Q2 2022 | +258,900 | New Buy | 258,900 | $46.29 |
Jeremy Grantham's Knight-Swift Transportation Holdings Investment FAQs
Jeremy Grantham first purchased Knight-Swift Transportation Holdings Inc. (KNX) in Q2 2022, acquiring 258,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Knight-Swift Transportation Holdings Inc. (KNX) for 9 quarters since Q2 2022.
Jeremy Grantham's largest addition to Knight-Swift Transportation Holdings Inc. (KNX) was in Q2 2022, adding 258,900 shares worth $11.98 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 89,394 shares of Knight-Swift Transportation Holdings Inc. (KNX), valued at approximately $4.67 M.
As of the Q4 2025 filing, Knight-Swift Transportation Holdings Inc. (KNX) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Knight-Swift Transportation Holdings Inc. (KNX) was 399,492 shares, as reported at the end of Q4 2022.