Position in FWRD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,578,353
+$1,095,853 QoQ
Shares Held
154,300
+160.2% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.04%
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, 2026Jefferies Financial Group Inc. holds $17,755,197 across 7 Integrated Freight & Logistics names. FWRD ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
34,200 | $9,815,759 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
15,409 | $3,265,167 | |
| 3 | FWRD |
Forward Air Corp
This page
|
154,300 | $2,578,353 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,715 | $949,090 | |
| 5 | GXO |
GXO Logistics, Inc.
|
10,201 | $528,921 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
2,192 | $313,960 | |
| 7 | LSTR |
Landstar System Inc
|
1,896 | $303,947 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,578,353 | 154,300 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,482,500 | 59,300 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,646,420 | 415,227 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,438,918 | 384,634 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||