Knight Transportation Inc (KNX) is gone from Andrew Brenton's Turtle Creek Asset Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 47.2K shares worth about $2.7M, or 0.1% of the reported book. KNX had been in the portfolio for about 8 years, since the quarter ended September 30, 2018.
What did the 2026 Q2 filing report for KNX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 47.2K | 0 |
| Reported value | $2.7M | $0 |
| Portfolio weight | 0.1% | 0% |
| Held since | 2018 Q3 | sold out in 2026 Q2 |
| Quarters held | 31 |
What did Andrew Brenton sell?
Andrew Brenton sold 47.2K shares of KNX between the quarter ended March 31, 2026 and June 30, 2026. The KNX exit was the 25th largest of the quarter's 39 position changes by percent change to portfolio.
Where does KNX sit in the Andrew Brenton portfolio?
Before the sale, KNX carried 0.1% of the Andrew Brenton portfolio, below the fund's average stock position of 3%. The largest stock position is FISV at 6.9%. Next come CIGI at 6.74% and FND at 6.53%. The three largest stocks together are 20.17% of the book. Across the 2026 Q2 portfolio, Andrew Brenton reported 38 stock positions, with 1 opened and 2 closed. The total portfolio value is about $2.6B, down 4% from the prior quarter.
How long has Andrew Brenton held KNX?
Andrew Brenton held KNX for about 8 years, from the quarter ended September 30, 2018 to March 31, 2026. The weight peaked at 3.78% in 2018 Q4. Last quarter the fund had already cut the position by 26%, so the exit finishes a two-quarter unwind. Every reported trade is on the Andrew Brenton KNX trade history page.
FAQ
How many KNX shares did Andrew Brenton sell?
Andrew Brenton sold all 47.2K shares of KNX it reported a quarter earlier, worth about $2.7M.
When did Andrew Brenton first buy KNX?
Andrew Brenton first reported KNX in the quarter ended September 30, 2018.
How much of the Andrew Brenton portfolio was KNX?
KNX was 0.1% of the Andrew Brenton portfolio at the prior quarter-end, and 0% after the sale.