Slate Path Capital LP — KNIGHT-SWIFT TRANSN HLDGS IN KNX: Quarterly 13F Position History
Slate Path Capital LP has reported KNIGHT-SWIFT TRANSN HLDGS IN (KNX) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 4,618,200 shares ($265.9M market value, 3.95% of the equity book). Quarter-over-quarter share count change: + 332,500 (+7.8%) .
- 4,618,200Shares Held (Latest Filing)
- $265.9MReported Market Value (Latest Filing)
- 3.95%Portfolio Weight (% of 13F Equity Book)
- +332,500Quarter-over-Quarter Share Change
- +$41.9MQuarter-over-Quarter Value Change
- 4,618,200Peak Reported Shares (Historical)
Recent initiation: Slate Path Capital LP first reported KNX on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,618,200 | +332,500 | +7.8% | $265.9M | 3.95% | $57.58 |
| Q4 2025 | 4,285,700 | — | — | $224.1M | 3.02% | $52.28 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Slate Path Capital LP first disclose a KNX position in 13F-HR filings?
Slate Path Capital LP first reported KNIGHT-SWIFT TRANSN HLDGS IN (KNX) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Slate Path Capital LP's most recent quarter-over-quarter share-count change in KNX?
Between Q4 2025 and Q1 2026, Slate Path Capital LP added 332,500 shares of KNX (+7.8%), bringing the total reported position to 4,618,200 shares at a market value of $265.9M.
Does the implied price-per-share represent Slate Path Capital LP's cost basis in KNX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.