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K&S Corporation (ASX:KSC), a transport and logistics company, is the largest holding in a Forager Funds portfolio. In April 2026, Forager said K&S remains the largest holding in its fund, noting it had taken some money off the table after the shares held up well over the quarter, while remaining positive on the business. K&S Corporation operates in the Industrials sector within the Road and Rail industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Forager Funds. Founded in 1945 and headquartered in Truganina, Melbourne, K&S Corporation provides road transport, logistics, warehousing, contract management and fuel distribution services across Australia and New Zealand, serving mining, agriculture, manufacturing and retail customers, and is majority owned by the Scott family, with a long history of steady earnings and dividends, and has been benefiting from improved margins and strong demand in its fuel and resources logistics divisions.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Forager Funds have invested in K&S Corporation Ltd (ASX:KSC).
Forager highlights K&S as its largest holding, with resilient share price performance supported by its diversified logistics and fuel businesses.
Forager took some profits after a strong run, and K&S's earnings depend on freight volumes and fuel costs.
K&S Corp. Ltd., founded in 1945 and headquartered in Truganina, Australia, provides transport, logistics, contract management, warehousing, and fuel distribution services. The company operates through three segments: Australian Transport, providing logistics solutions; Fuels, distributing fuel to fishing, farming, and retail customers in Southeast South Australia; and New Zealand Transport, offering logistics services across New Zealand.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.