Hudson Bay Capital Management LP
Position in KNX — Knight-Swift Transportation Holdings Inc.
CIK 1393825
STAMFORD, CT
Position in KNX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,809,348
+$6,081,948 QoQ
Shares Held
100,287
+234.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#139
of 626 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KNX Over Time
Shares Held
Position Value (USD)
Derivatives in KNX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,893,500
PutShares
50,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Trucking
Industrials · as of Jun 30, 2026Hudson Bay Capital Management LP holds $39,186,023 across 11 Trucking names. KNX ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
This page
|
100,287 | $7,809,348 | |
| 2 | ARCB |
Arcbest Corp /Tx/
|
50,897 | $7,305,755 | |
| 3 | TFII |
TFI International Inc.
|
34,043 | $4,887,553 | |
| 4 | XPO |
XPO, Inc.
|
21,586 | $4,431,389 | |
| 5 | SAIA |
Saia Inc
|
9,774 | $4,116,417 | |
| 6 | ODFL |
Old Dominion Freight Line, Inc.
|
15,283 | $3,310,297 | |
| 7 | WERN |
Werner Enterprises Inc
|
65,587 | $2,860,249 | |
| 8 | MRTN |
Marten Transport Ltd
|
106,780 | $1,852,633 |
All Filings in KNX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,809,348 | 100,287 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $3,893,500 | 50,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $1,727,400 | 30,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,939,839 | 190,127 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $18,893,992 | 361,400 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $11,693,577 | 295,965 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $19,045,659 | 430,605 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,175,850 | 165,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,403,632 | 252,708 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,976,453 | 147,849 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,764,504 | 175,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,751,000 | 50,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,190,700 | 38,000 | Shares | Sole | 2024-02-14 | |
| 2020-09-30 | $3,866,500 | 95,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,085,500 | 50,000 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||