KNF — KNIFE RIVER CORP

Ownership history in Soapstone Management L.P.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Soapstone Management L.P. reported a position in KNIFE RIVER CORP (KNF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.82% (2023 Q3)
Avg. % of fund
6.36%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 34,071 -120,201 -77.9% 1.77% $2.4M $70.35
2024 Q2 ADDED 154,272 +4,272 +2.8% 7.22% $10.8M $70.14
2024 Q1 REDUCED 150,000 -86,957 -36.7% 6.79% $12.2M $81.08
2023 Q4 REDUCED 236,957 -198,043 -45.5% 8.58% $15.7M $66.18
2023 Q3 ADDED 435,000 +229,863 +112.1% 9.82% $21.2M $48.83
2023 Q2 INITIATED 205,137 — — 3.98% $8.9M $43.50
% of Fund (quarterly)    KNF price (monthly, adj. close)

Other funds also holding KNF

As of 2025 Q4 — sorted by position size

MIG Capital, LLC 3Y 7Y 4.93% Paradice Investment Management LLC 3Y 7Y 4.28% Voss Capital, LP 3Y 2.4% Meixler Investment Management, Ltd. 3Y 1.29% Intrinsic Edge Capital Management LLC 3Y 7Y 1.25% Penn Capital Management Company, LLC 3Y 7Y 1.19% Hudson Value Partners, LLC 3Y 1.16% PECAUT & CO. 3Y 7Y 1.15% Cladis Investment Advisory, LLC 3Y 0.84% Advantage Alpha Capital Partners LP 3Y 0.73%
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