Research Roundup Vol. LIV
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
NYSE
Knife River Corp
KNF
3 stories
$2.9B Market cap · 2026-10-16
Colin King on X
Activist Starboard Value putting pressure on former spin-off $KNF Been a wild post-spin ride... $40 to $100+ back to $50 Starboard arguing KNF margins are half (!!) of peers and should close the gap by 2029 or sell the business https://t.co/nEylz6nGkI
Barbarian Capital on X
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Investor Letters
Letters that discuss KNF.
- Palm Harbour Capital Q4 2023 Letter fourth quarter 2023 SHBBF $9.2BSVYSF $2.9B4966 $1.9B
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