Position in FDX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$54,681,810
-$5,429,462 QoQ
Shares Held
190,522
-26.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Derivatives in FDX
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,870,105
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $244,302,231 across 9 Integrated Freight & Logistics names. FDX ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
728,976 | $71,716,655 | |
| 2 | LSTR |
Landstar System Inc
|
369,511 | $59,236,306 | |
| 3 | FDX |
Fedex Corp
This page
|
190,522 | $54,681,810 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
159,030 | $26,410,108 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
115,902 | $16,600,640 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
65,272 | $13,831,133 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
39,216 | $987,065 | |
| 8 | GXO |
GXO Logistics, Inc.
|
13,433 | $696,500 |
All Filings in FDX
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,681,810 | 190,522 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $2,870,105 | 10,000 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $186,211 | 800 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $162,934 | 700 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $60,111,272 | 258,250 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $45,921,185 | 241,670 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,440,204 | 215,324 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $52,233,947 | 265,905 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $4,518,083 | 23,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $569,671 | 2,900 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $76,822,350 | 338,878 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $45,339 | 200 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $5,214,012 | 23,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $72,976,835 | 330,913 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $75,830,040 | 313,851 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $64,796,458 | 277,533 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $67,096,169 | 329,155 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $65,828,238 | 308,368 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $45,521,516 | 227,883 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $47,976,073 | 260,573 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $97,695 | 700 | Put | Defined | 2023-02-01 | |
| 2022-12-31 | $41,317,207 | 296,043 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $35,846,951 | 299,630 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,278,783 | 7,000 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $5,480,499 | 30,000 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $58,224,817 | 318,720 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $45,159,279 | 242,200 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $80,909,877 | 433,939 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $13,797,633 | 74,000 | Call | Defined | 2022-05-12 | |
| 2021-12-31 | $128,346,935 | 615,831 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $140,492,637 | 795,072 | Shares | Defined | 2021-11-12 | |
| 2021-09-30 | $38,821,934 | 219,700 | Put | Defined | 2021-11-12 | |
| 2021-06-30 | $111,202,304 | 462,582 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $69,611,070 | 304,138 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,092,023 | 10,000 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $108,282,688 | 517,598 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $5,522,940 | 26,400 | Put | Defined | 2021-02-12 | |
| 2020-09-30 | $202,675 | 1,000 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $79,429,256 | 391,904 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,689,048 | 253,909 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $27,042,826 | 276,762 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||