Dan Sundheim's D1 Capital Partners sold its entire position in Knight-Swift Transportation (KNX) during the second quarter of 2026. The investor offloaded 5.49 million shares, liquidating a stake that was previously valued at $316.20 million. Before the sale, the Knight-Swift holding represented a 2.82% weight in D1 Capital's reported public equity portfolio.
The transaction was disclosed in a quarterly 13F filing on August 14, 2026, which details positions held as of June 30. The filing reflects trading activity that occurred during the second quarter and does not represent a real-time holding. During the period of D1's exit, Knight-Swift reported strong Q2 earnings that beat analyst estimates, citing a tightening truckload market.