Position in FWRD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$801,527
-$169,223 QoQ
Shares Held
47,967
+23.5% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Derivatives in FWRD
reported options exposure · as of Mar 31, 2026CallValue
$5,594
CallShares
335
PutValue
$0
PutShares
0
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, 2026Covestor Ltd holds $1,270,304 across 12 Integrated Freight & Logistics names. FWRD ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FWRD |
Forward Air Corp
This page
|
47,967 | $801,527 | |
| 2 | FDX |
Fedex Corp
|
372 | $106,767 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
651 | $93,242 | |
| 4 | UPS |
United Parcel Service Inc
|
855 | $84,114 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
331 | $54,969 | |
| 6 | GXO |
GXO Logistics, Inc.
|
787 | $40,805 | |
| 7 | HUBG |
Hub Group, Inc.
|
1,105 | $39,824 | |
| 8 | LSTR |
Landstar System Inc
|
244 | $39,115 |
All Filings in FWRD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $801,527 | 47,967 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $5,594 | 335 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $3,600 | 144 | Call | Sole | 2026-02-06 | |
| 2025-12-31 | $970,750 | 38,830 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $447,571 | 17,456 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $122 | 5 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||