Position in FWRD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,029,428
-$982,972 QoQ
Shares Held
121,450
+0.8% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026CITIGROUP INC holds $297,492,436 across 16 Integrated Freight & Logistics names. FWRD ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
1,132,796 | $111,444,468 | |
| 2 | FDX |
Fedex Corp
|
238,511 | $68,455,160 | |
| 3 | ZTO |
ZTO Express (Cayman) Inc.
|
1,549,063 | $38,989,915 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
147,421 | $24,482,204 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
134,276 | $19,232,350 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
87,232 | $18,484,460 | |
| 7 | LSTR |
Landstar System Inc
|
51,307 | $8,225,024 | |
| 8 | GXO |
GXO Logistics, Inc.
|
51,023 | $2,645,542 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,029,428 | 121,450 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,012,400 | 120,496 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,817,706 | 109,895 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,988,824 | 121,794 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||