Position in LSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$875,840
+$157,332 QoQ
Shares Held
4,235
-5.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#245
of 543 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Derivatives in LSTR
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$581,169
PutShares
3,015
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 Jun 30, 2026Curated Wealth Partners LLC holds $875,840 across 1 Integrated Freight & Logistics name. LSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LSTR |
Landstar System Inc
This page
|
4,235 | $875,840 |
All Filings in LSTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,840 | 4,235 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $718,508 | 4,482 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $644,062 | 4,482 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $424,180 | 3,461 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $481,148 | 3,461 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $519,842 | 3,461 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $526,922 | 3,066 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $459,142 | 2,431 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $448,470 | 2,431 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $581,169 | 3,015 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $628,781 | 3,247 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $575,585 | 3,253 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $626,332 | 3,253 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $585,641 | 3,267 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $529,913 | 3,253 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $472,378 | 3,272 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $484,830 | 3,334 | Shares | Other | 2022-07-27 | |
| 2021-09-30 | $543,216 | 3,442 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $543,904 | 3,442 | Shares | Other | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||