Position in FWRD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,170,017
-$581,358 QoQ
Shares Held
70,019
-0.1% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $7,131,975 across 13 Integrated Freight & Logistics names. FWRD ranks #4 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
10,600 | $3,042,311 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
6,943 | $1,471,221 | |
| 3 | UPS |
United Parcel Service Inc
|
12,347 | $1,214,697 | |
| 4 | FWRD |
Forward Air Corp
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|
70,019 | $1,170,017 | |
| 5 | LSTR |
Landstar System Inc
|
886 | $142,034 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
404 | $67,092 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
60 | $8,593 | |
| 8 | HUBG |
Hub Group, Inc.
|
159 | $5,730 |
All Filings in FWRD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,170,017 | 70,019 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,751,375 | 70,055 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,924,466 | 270,065 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,963 | 80 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||