Position in LSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$440,918
+$171,117 QoQ
Shares Held
2,132
+26.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 543 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $32,309,517 across 7 Integrated Freight & Logistics names. LSTR ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
219,269 | $23,571,417 | |
| 2 | FDX |
Fedex Corp
|
12,629 | $3,954,518 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
5,438 | $1,573,919 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,135 | $1,532,145 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,531 | $835,181 | |
| 6 | LSTR |
Landstar System Inc
This page
|
2,132 | $440,918 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,463 | $401,419 |
All Filings in LSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,918 | 2,132 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,801 | 1,683 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||