NYSE · Industrials

KNIFE RIVER CORP KNF

Knife River Corporation, together with its subsidiaries, provides aggregates-based construction materials and contracting services in the United States. The company operates through West, Mountain, Central, and Energy Services segments. It mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete.

Mining & Quarrying of Nonmetallic Minerals (No Fuels)

Company profile

Business mix

  • The company operates through West, Mountain, Central, and Energy Services segments. It mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete.
  • The company also provides contracting services, such as heavy-civil construction, asphalt and concrete paving, and site development and grading.
  • In addition, it sells cement, merchandise, and other building materials and related services; and produces and supplies liquid asphalt for use in asphalt road construction.
  • The company sells its construction materials to public and private-sector customers comprising federal, state, and municipal governments.

Current key questions

  • Can demand and competitive position in building materials support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 28.88 FCF -0.12% Buyback -0.11%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $217.9M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 0 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $44.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +25.4% +539,847 / 2,128,401
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 25.4% 13F value change +$68.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,128,401 Last 1 periods +539,847 (+25.4%) Total shares 2,668,248 Value $217.9M

Recent mentions

No public mentions.