Shellback Capital, LP

Position in KNX — Knight-Swift Transportation Holdings Inc.

CIK 1591744 BOSTON, MA

Position in KNX

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

Position Value

$13,627,250

+$7,869,250 QoQ

Shares Held

175,000

+75.0% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#105

of 626 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Shellback Capital, LP holds $62,578,603 across 4 Trucking names. KNX ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	99,530	$20,432,513
2	ODFL	Old Dominion Freight Line, Inc.	85,000	$18,411,000
3	KNX	Knight-Swift Transportation Holdings Inc. This page	175,000	$13,627,250
4	SAIA	Saia Inc	24,000	$10,107,840

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,627,250	175,000	+75.0%	Shares	Sole	2026-08-14
2026-03-31	$5,758,000	100,000	-42.9%	Shares	Sole	2026-05-15
2025-03-31	$7,610,750	175,000	+191.7%	Shares	Sole	2025-05-15
2023-06-30	$3,333,600	60,000	-63.6%	Shares	Sole	2023-08-14
2023-03-31	$9,327,778	164,860	+136.0%	Shares	Sole	2023-05-15
2022-12-31	$3,661,362	69,860	+136.0%	Shares	Sole	2023-02-13
2021-06-30	$1,345,616	29,600	-89.4%	Shares	Sole	2021-08-16
2021-03-31	$13,465,200	280,000	-24.7%	Shares	Sole	2021-05-27
2020-12-31	$15,556,287	371,982	+6.3%	Shares	Sole	2021-02-16
2020-09-30	$14,245,000	350,000	+7.7%	Shares	Sole	2020-11-16
2020-06-30	$13,555,750	325,000	+18.2%	Shares	Sole	2020-08-14
2020-03-31	$9,020,000	275,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.