Position in FWRD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,312,716
-$1,766,409 QoQ
Shares Held
258,092
+6.1% QoQ
Ownership
0.816%
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)
Derivatives in FWRD
reported options exposure · as of Mar 31, 2026CallValue
$6,060,717
CallShares
362,700
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, 2026GOLDMAN SACHS GROUP INC holds $1,828,606,209 across 16 Integrated Freight & Logistics names. FWRD ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
7,114,961 | $699,969,861 | |
| 2 | FDX |
Fedex Corp
|
1,466,082 | $420,780,926 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,022,421 | $169,793,453 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
1,090,432 | $156,182,574 | |
| 5 | ZTO |
ZTO Express (Cayman) Inc.
|
5,508,816 | $138,656,898 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
447,505 | $94,826,309 | |
| 7 | LSTR |
Landstar System Inc
|
448,909 | $71,964,601 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
3,195,804 | $35,313,633 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,060,717 | 362,700 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $4,312,716 | 258,092 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,079,125 | 243,165 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $5,236,021 | 204,213 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,217,546 | 212,614 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||