Larry Robbins's KNX Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 1.46 M shares of Knight-Swift Transportation Holdings Inc. (KNX) worth $76.27 M, representing 1.55% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in KNX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 912,838 shares. Largest reduction occurred in Q3 2022, reducing 495,100 shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins'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 Larry Robbins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +599,071 | Add 69.67% | 1.46 M | $52.28 |
| Q3 2025 | -310,056 | Reduce 26.50% | 859,820 | $39.51 |
| Q2 2025 | -234,178 | Reduce 16.68% | 1.17 M | $44.23 |
| Q1 2025 | +200,000 | Add 16.61% | 1.4 M | $43.49 |
| Q4 2024 | -321,282 | Reduce 21.06% | 1.2 M | $53.04 |
| Q3 2024 | +70,689 | Add 4.86% | 1.53 M | $53.95 |
| Q2 2024 | +129,586 | Add 9.78% | 1.45 M | $49.92 |
| Q1 2024 | +469,484 | Add 54.87% | 1.33 M | $55.02 |
| Q4 2023 | -157,261 | Reduce 15.53% | 855,577 | $57.65 |
| Q3 2023 | +912,838 | Add 912.84% | 1.01 M | $50.15 |
| Q2 2023 | -276,450 | Reduce 73.44% | 100,000 | $55.56 |
| Q1 2023 | +376,450 | New Buy | 376,450 | $56.58 |
| Q3 2022 | -495,100 | Sold Out | 0 | $0.00 |
| Q2 2022 | +495,100 | New Buy | 495,100 | $46.29 |
Larry Robbins's Knight-Swift Transportation Holdings Investment FAQs
Larry Robbins first purchased Knight-Swift Transportation Holdings Inc. (KNX) in Q2 2022, acquiring 495,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held Knight-Swift Transportation Holdings Inc. (KNX) for 14 quarters since Q2 2022.
Larry Robbins's largest addition to Knight-Swift Transportation Holdings Inc. (KNX) was in Q3 2023, adding 1,012,838 shares worth $50.79 M.
According to the latest 13F filing for Q4 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 1,458,891 shares of Knight-Swift Transportation Holdings Inc. (KNX), valued at approximately $76.27 M.
As of the Q4 2025 filing, Knight-Swift Transportation Holdings Inc. (KNX) represents approximately 1.55% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in Knight-Swift Transportation Holdings Inc. (KNX) was 1,525,336 shares, as reported at the end of Q3 2024.