FIRST MANHATTAN CO. LLC.

Position in KNF — Knife River Corp

CIK 728083 NEW YORK, NY

Position in KNF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,936,234

+$41,040 QoQ

Shares Held

47,056

-1.4% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#90

of 391 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Basic Materials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $193,109,426 across 4 Building Materials names. KNF ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMRZ	Amrize Ltd	3,144,788	$167,617,200
2	MLM	Martin Marietta Materials Inc	35,200	$20,299,840
3	KNF	Knife River Corp This page	47,056	$3,936,234
4	VMC	Vulcan Materials CO	4,258	$1,256,152

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,936,234	47,056	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$3,895,194	47,706	-14.7%	Shares	Sole	2026-05-15
2025-12-31	$3,933,198	55,909	0.0%	Shares	Sole	2026-02-17
2025-09-30	$4,297,724	55,909	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,564,410	55,909	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$5,119,327	56,749	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$6,091,895	59,936	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$5,495,697	61,480	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$4,320,974	61,605	0.0%	Shares	Sole	2024-08-15
2024-03-31	$4,994,933	61,605	-2.4%	Shares	Sole	2024-05-15
2023-12-31	$4,176,288	63,105	+2.9%	Shares	Sole	2024-02-13
2023-09-30	$2,995,964	61,355	+27.8%	Shares	Sole	2023-11-14
2023-06-30	$2,089,131	48,026	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.