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Knife River Corporation

KNF Materials
$73.39 +$1.19 (1.65%)
Market Cap: $4.17 B
Gurus Holding
6
Popularity Rank
#1327
% of Shares Held
1.03%
Net Activity (Q1 2026)
-$9.96 M

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)

+$1.67 M
Total Buy Value
New Buys 0
Additions 4
-$11.63 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Reduce -10.3% 295,477 $24.13 M Q1 2026
0.11% Add 8.5% 134,428 $10.98 M Q1 2026
0.08% Add 3.7% 98,828 $8.07 M Q1 2026
0.00% Add 22.5% 29,703 $2.36 M Q1 2026
0.00% Add 5.5% 19,674 $1.61 M Q1 2026
0.00% Reduce -93.4% 7,700 $628,705 Q1 2026
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