KNX β€” KNIGHT TRANSPORTATION INC COM

Ownership history in TWO SIGMA ADVISERS, LP  Β·  28 quarters on record

This page tracks every 13F SEC filing in which TWO SIGMA ADVISERS, LP reported a position in KNIGHT TRANSPORTATION INC COM (KNX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.19% (2020 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2011 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
28

Position Intelligence

TWO SIGMA ADVISERS, LP Γ— KNX AI Analytics

πŸ“‰ TWO SIGMA ADVISERS, LP underperformed the S&P 500 by –53.1% annually on this KNX position. Timing score: 48% (13/27 decisions correct). Average cost basis: $36.47. Maximum drawdown during holding period: –45.2%.

πŸ“ˆ Position Alpha vs SPY
-53.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 53.1% ann.
5 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
13 of 27 add/trim decisions correct

πŸ’° Entry Quality
$36.47
+7.6% vs current ($39.24)

Best entry: $12.88 (2012 Q4)  Β·  Worst: $55.90 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–45.2%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

16 adds Β· 12 trims. Bought during 5 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KNX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 251,600 +100,200 +66.2% 0.02% $9.9M $39.24
2025 Q2 REDUCED 151,400 -12,000 -7.3% 0.01% $6.7M $43.75
2025 Q1 ADDED 163,400 +112,400 +220.4% 0.02% $7.1M $42.84
2024 Q1 ADDED 51,000 +11,300 +28.5% 0.01% $2.8M $53.50
2023 Q4 ADDED 39,700 +19,600 +97.5% 0.01% $2.3M $55.90
2023 Q3 ADDED 20,100 +12,100 +151.2% 0.00% $1.0M $48.50
2022 Q1 REDUCED 8,000 -470,904 -98.3% 0.00% $404K $48.10
2020 Q4 REDUCED 478,904 -1,191,200 -71.3% 0.05% $20.0M $39.48
2020 Q3 ADDED 1,670,104 +1,272,700 +320.3% 0.19% $68.0M $38.34
2020 Q2 ADDED 397,404 +321,500 +423.6% 0.05% $16.6M $39.23
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KNX

As of 2025 Q4 β€” sorted by position size

Seven Six Capital Management, LLC 5.5% D1 Capital Partners L.P. 3Y 7Y 3.77% Slate Path Capital LP 3Y 7Y 3.02% Fortitude Family Office, LLC 3.01% Mader & Shannon Wealth Management, Inc. 3Y 7Y 2.77% Two Point Capital Management, Inc. 3Y 2.48% Candelo Capital Management LP 2.15% SOUTHPORT MANAGEMENT, L.L.C. 3Y 7Y 1.83% Appian Way Asset Management LP 3Y 1.81% Lisanti Capital Growth, LLC 3Y 7Y 1.78%
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