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Knife River Corporation

KNF Materials
$53.12 $-0.73 (-1.36%)
Market Cap: $3.02 B
Gurus Holding
5
Popularity Rank
#1845
% of Shares Held
1.05%
Net Activity (Q2 2026)
+$656,242.37

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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $31.53 M.

Top institutional holders include Diamond Hill Capital and Mairs and Power.

Institutional sentiment is currently Bullish. This is evidenced by a $656,242.37 net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 229.1%. Conversely, Diamond Hill Capital reduced exposure by 14.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$5.69 M
Total Buy Value
New Buys 0
Additions 1
-$5.04 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for Knife River Corporation (KNF)

Major holders include Diamond Hill Capital ($21.24 M), Mairs and Power ($10.74 M), Cliff Asness ($8.18 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 593,471 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $656,242.37, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited KNF. The total reported sell value was $5.04 M.

Yes, 0 managers opened new positions in KNF, and 1 increased their existing holdings. The total reported buy value was $5.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Reduce -14.1% 253,941 $21.24 M Q2 2026
0.10% Reduce -4.5% 128,377 $10.74 M Q2 2026
0.00% Add 229.1% 97,745 $8.18 M Q2 2026
0.07% Reduce -3.6% 95,298 $7.97 M Q2 2026
0.00% Reduce -8.0% 18,110 $1.51 M Q2 2026
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