Guru Ownership Trend
Guru Analysis for Knife River Corporation (KNF)
Knife River Corporation (KNF), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $42.99 M.
Top institutional holders include Diamond Hill Capital and Mairs and Power.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $9.96 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 22.5%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 93.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Knife River Corporation (KNF)
Major holders include Diamond Hill Capital ($24.13 M), Mairs and Power ($10.98 M), Mario Gabelli ($8.07 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 585,810 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $9.96 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited KNF. The total reported sell value was $11.63 M.
Yes, 0 managers opened new positions in KNF, and 4 increased their existing holdings. The total reported buy value was $1.67 M.