Knife River CORP (KNF) — Who Owns This Stock? 13F Breakdown (Q2 2026)

KNF ranks #1573 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KNF is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

KNF is a top-conviction position for Paradice Investment Management LLC — at 5.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KNF belongs to BlackRock, Inc., but the position matters far more to Paradice Investment Management LLC, who has 5.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Versant Capital Management, Inc has trimmed its KNF position for two straight quarters, cutting it by $51.3K while still holding $6.4K.

KNF is down 2% today, but institutions show net buying of $524.4M this quarter — a divergence between today's price move and the underlying institutional flow.

KNF posted net income of $139.9M over the trailing twelve months, and currently trades at a P/E of 19.5.

• Profitable — net income of $139.9M over the trailing twelve months
• Revenue grew 12.1% year over year
• Net income declined year over year, from $153.3M to $139.9M
• Generated $278.5M in positive operating cash flow
• Current ratio of 2.54x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.22x equity — within a conventional range