KN

KN

KN

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 28, 2026	Diamond Hill Small Cap Fund	3.4%	3.4%	DCO, FA, KN, LYTS, MGY, ODC, PAL, PRGS, RRR, UTZ	AI, defense, energy, Geopolitical, healthcare, infrastructure, oil, small caps		KN LYTS UTZ PAL RRR ODC DCO	View
2024 Q1	Apr 15, 2024	Ariel Appreciation Fund	9.9%	0.0%	BIO, KN, LAZ, MSGE, NVST, NVT, SNA, WBA	AI, earnings, Electrical, Entertainment, healthcare, mid cap, value	Investor enthusiasm around artificial intelligence drove broad-based market rally in Q1. AI-themed mega-cap stocks showed exuberance that may eventually prove excessive, though patient investors focus on fundamentals over market psychology.	BIO NVST KN WBA MSGE LAZ NVT	View
2024 Q4	Dec 31, 2024	Madison Small Cap Fund	4.0%	22.2%	AAPL, AMN, AMZN, FROG, GOGO, GOOGL, KN, MEDP, META, MSFT, NVDA, ORCL, TSLA, VFC, WSC	AI, Construction, healthcare, industrials, small cap, technology, value	The AI boom continued with Nvidia adding $2 trillion in market value in 2024. Five hyperscalers have spent nearly $1 trillion on capital spending over five years, fueling Nvidia's growth. Questions remain about actual economic returns from these investments beyond Chat GPT and generative AI.	MEDP VFC KN AMN GOGO FROG WSC	View
2025 Q3	Nov 4, 2025	Aristotle Small Cap Equity Fund	3.2%	-1.5%	AEIS, ALE, AZEK, BWIN, COLB, CRI, DLB, DY, FLWS, HAE, HGV, JHX, KN, KNX, MRCY, MTSI, OGS, PCP, PPBI, REI, SPNS, WNC	Banking, defense, healthcare, Natural Gas, semiconductors, small caps, value	Small cap equities delivered robust performance in Q3 2025, with the Russell 2000 reaching its first all-time high since November 2021. Small caps benefited from dovish Fed rhetoric, attractive relative valuations, broadening market breadth, earnings recovery, and rotation away from mega-cap stocks. Valuations remain compelling relative to large caps, with the Russell 2000 trading near multi-decade lows on a relative basis.	COLB MTSI MRCY SUPN	View
2025 Q3	Oct 28, 2025	abrdn U.S. Small Cap Equity Fund	5.1%	8.3%	ANIP, DCO, EAT, FIVN, GPK, IAS, KBH, KN, KNSA, LGND, MTRN, NOG, QTWO, SMRT, SNEX, VERX, VIAV, WNS	Biotechnology, defense, infrastructure, Onshoring, Quality, small caps, US	The fund focuses exclusively on US small-cap stocks, with performance measured against the Russell 2000 Index. The manager remains optimistic about the long-term outlook for domestic small-cap stocks despite recent market turbulence. The strategy emphasizes higher-quality businesses that offer resilience to mitigate macroeconomic headwinds.		View
2025 Q3	Oct 15, 2025	Royce Investment Partners Small Cap	12.9%	9.9%	AIR, AMSC, ATRO, CECO, CRK, FTI, GLOB, KD, KN, KTOS, LAUR, LFMD, MOD, OPRX, PRIM, PSQH, REZI, SOI, SWSS, UCTT	defense, industrials, infrastructure, Outperformance, semiconductors, small caps, technology, value	The Fund is maintaining investment emphasis on infrastructure themes, particularly AI data centers and reindustrialization in the U.S. This encompasses both Industrials and Energy sectors, with infrastructure being a key investment focus area for the portfolio.		View
2025 Q3	Oct 15, 2025	Ariel Appreciation Fund	9.5%	-	FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR	consumer, Entertainment, financials, mid cap, small caps, technology, value	The fund focuses on undervalued businesses with long-term growth potential. Multiple holdings are described as undervalued including Sphere Entertainment, Resideo Technologies, and Mattel. The manager emphasizes compelling value in small-cap equities and select cyclicals trading at historically attractive levels.	PBH FISV MAT KMX KN SPHR REZI	View
2025 Q3	Oct 14, 2025	Madison Small Cap Fund	-1.6%	-6.6%	AXS, BOX, CIEN, CMN, CRL, CSL, EHC, ENTG, EXP, FORM, GMS, HAYW, HQY, HXL, KN, SAIA, SHAK, SMG, SMPL, WSC	aerospace, AI, Construction, Quality, small caps, underperformance, value	AI continues to be the dominant theme driving much of the Russell 2000's performance, particularly in technology stocks. The manager expresses skepticism about AI disruption fears in software, noting that 60% of AI answers are incorrect and 95% of enterprise AI projects are failing. They view fears about AI replacing critical software applications as vastly overblown.	CRL EXP HXL	View
2022 Q3	Sep 11, 2022	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	ADTN, BV, CHRD, EHC, HCI, KN, SRC, TCBI, VNOM, WSC	-			View
2025 Q1	Mar 31, 2025	Ariel Appreciation Fund	-6.9%	-6.9%	AAPL, ADT, AMZN, BIO, GOOGL, GS, KN, MAT, META, MIDD, MSFT, MTN, NCLH, NOV, NVDA, OSW, SLB, TSLA, WBA	Buybacks, mid cap, Recession, Recovery, value, volatility	Fund actively acquiring downtrodden shares of quality companies trading at significant discounts to private market values. Holdings are statistically cheap and trading at meaningful discounts to intrinsic worth. Past dislocations of this magnitude have often served as prelude to robust recoveries.	SLB OSW NCLH KN BIO ADT MIDD MAT	View
2022 Q4	Feb 22, 2023	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	BV, GV, GVA, HALO, HHC, JRVR, KN, MP, QUOT, SP, SSTK, UPLD, VNOM	-			View
2024 Q4	Jan 22, 2025	Royce Investment Partners Small Cap	3.7%	10.3%	AEHR, AMSC, ASPN, ASTH, AZTA, CECO, CRS, DSP, EVH, FARO, GTLS, HCSG, KD, KN, LAKE, MATV, PRIM, SLWS, SOLR, SRCL	energy, industrials, Infrastructure Spending, Onshoring, small caps, technology, value	Energy sector was a top performer with 14.95% quarterly returns and 29.40% annual returns. The fund increased domestic energy exposure, particularly in natural gas and power generation companies. Energy equipment & services was the top contributing industry for both quarterly and annual periods.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 1, 2026	Fund Letters	Diamond Hill Small Cap Fund	Knowles Corp	Electronic Components	Electronic Components	Bull	New York Stock Exchange	Defense, Electronic Components, Higher-Margin, Industrial, Medical, Mission-Critical, portfolio transformation, Specialty Components, valuation disconnect	View Pitch
Apr 13, 2026	Fund Letters	Ariel Appreciation Fund	Knowles Corporation	Information Technology	Electronic Components	Bull	NYSE	Audio Components, Electronic Components, Hearing Health, medical technology, Micro-Acoustics, Precision Devices, Specialty Films	View Pitch
Apr 13, 2026	Fund Letters	Ariel Appreciation Fund	Knowles Corporation	Information Technology	Electronic Components	Bull	NYSE	Acquisition Synergies, Audio Components, Bull, Cost Controls, Hearing Health, Market Leading, Precision Devices	View Pitch
Apr 13, 2026	Fund Letters	Madison Small Cap Fund	Knowles Corporation	Information Technology	Electronic Equipment, Instruments & Components	Bull	NYSE	debt reduction, Industrial technology, Medical devices, Micro-Acoustics, portfolio transformation, RF Filters, value unlock	View Pitch
Nov 29, 2025	Fund Letters	John W. Rogers	Knowles Corp.	Information Technology	Electronic Components	Bull	NYSE	Devices, electronics, growth, Hearing, Margins, Repurchases, semiconductors	View Pitch
Aug 8, 2025	Seeking Alpha	Emmanuel Onwusah	Knowles Corporation	Information Technology	Electronic Components	Bull	NYSE	—	View Pitch

BSD Shareholders of KN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: