Position in HTLD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$162,531
+$39,796 QoQ
Shares Held
15,628
+15.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026CWM, LLC holds $8,208,013 across 14 Trucking names. HTLD ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
52,223 | $3,007,000 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
13,188 | $2,576,935 | |
| 3 | WERN |
Werner Enterprises Inc
|
28,599 | $841,096 | |
| 4 | RXO |
RXO, Inc.
|
23,783 | $347,707 | |
| 5 | XPO |
XPO, Inc.
|
1,688 | $328,400 | |
| 6 | SAIA |
Saia Inc
|
805 | $282,780 | |
| 7 | SNDR |
Schneider National, Inc.
|
8,954 | $236,027 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
2,252 | $221,506 |
All Filings in HTLD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,531 | 15,628 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $122,735 | 13,592 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $148,703 | 17,745 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $143,242 | 16,579 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $43,398 | 4,707 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $54,899 | 4,893 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $62,247 | 5,069 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $33,648 | 2,729 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,895 | 745 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $30,972 | 2,172 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $47,154 | 3,210 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $69,578 | 4,240 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $59,270 | 3,723 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $50,207 | 3,273 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $39,538 | 2,763 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $36,346 | 2,613 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $26,156 | 1,859 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,564 | 747 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||