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Sycamore Mid Cap Value Equity's investment thesis on Knight-Swift ($KNX) — Q2 2026 | Buyside Digest

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$KNXNYSEKnight-Swift

BULL

Sycamore Mid Cap Value Equity—KNX

Fund Letter

Q2 2026

Published August 3, 2026

View Fund Profile

$70.08USD

-2.7% vs last month

$70.02Pitched

+0.1% since pitch

Market Cap$11.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Sycamore Mid Cap Value Equity underperformed the Russell Midcap Value Index in Q2 2026, returning 9.56% net versus 13.40% for the benchmark. The quarter was...

— Gary H. Miller

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