Knife River Corporation (KNF): A Bull Case Theory
We came across a bullish thesis on Knife River Corporation on Valueinvestorsclub.com by Fuego.Suave. In this article, we will summarize the bulls’ thesis on KNF.
Knife River Corp (KNF)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 540,385 | $44,117,031 | -50% | 0.35% |
| 2. | Hood River Capital Management David Swank | 516,866 | $42,196,940 | -55% | 0.59% |
| 3. | MIG Capital Richard Merage | 385,838 | $31,499,814 | 3.25% | |
| 4. | TwinBeech Capital Jinghua Yan | 108,529 | $8,860,308 | 0.2% | |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 100,000 | $8,164,000 | +67% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.65 | 1 | $73.65 | 8,167 | 2024-02-29 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,968,127 | $568,877,887 | 0.01% | |
| 2. | 5,837,088 | $476,539,864 | 0.01% | |
| 3. | 2,101,198 | $171,541,805 | 0.01% | |
| 4. | 1,902,744 | $155,340,020 | 0.03% | |
| 5. | 1,395,726 | $113,960,313 | 0.01% |
News See All
Is Knife River Corporation (KNF) Trading at an Attractive Valuation?
Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q2 2025 investor letter. A copy of the letter can be downloaded here.
Wells Fargo Sees Long-Term Upside for Knife River (KNF) Amid Backlog Growth and Acquisition Strategy
Knife River Corporation (NYSE:KNF) ranks among the best mid-cap materials stocks to buy now.
12 Best Mid-Cap Materials Stocks to Buy Now
In 2025, the U.S. construction and materials sector entered an uncertain era.
Do You Believe in the Value Creation Ability of Knife River (KNF)?
Diamond Hill Capital, an investment management company, released its “Small-Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Knife River Corporation (NYSE:KNF) Q2 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Knife River Corporation Second Quarter Results Conference Call. [Operator Instructions].
Knife River (KNF): A Bull Case Theory
We came across a bullish thesis on Knife River on Flyover Stocks's Substack by Todd Wenning. As of 3rd July, Knife River's share was trading at $80.60.
Knife River Stock Rated Outperform as RBC Sees Major Margin Growth Ahead
Knife River Corporation (NYSE:KNF) ranks among the 30 stocks expected to beat the market by 20 percentage points this year.
30 Stocks Expected To Beat the Market By 20 Percentage Points This Year
The US stock market has gone through a turbulent journey this year. Following a correction in March and a lull in April, the S&P 500 recovered its losses in May and June.
Knife River Corporation (NYSE:KNF) Q1 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Knife River Corporation First Quarter 2025 Results Conference Call. At this time, all lines are in a listen-only mode.
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