Position in MATX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,100,515
+$155,566 QoQ
Shares Held
5,725
-0.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#175
of 425 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 19%
Shared 81%
None 0%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,970,171 across 7 Marine Shipping names. MATX ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
This page
|
5,725 | $1,100,515 | |
| 2 | CMRE |
Costamare Inc.
|
53,215 | $746,073 | |
| 3 | KEX |
Kirby Corp
|
2,949 | $400,975 | |
| 4 | GSL |
Global Ship Lease, Inc.
|
7,820 | $294,032 | |
| 5 | DAC |
Danaos Corp
|
1,942 | $237,642 | |
| 6 | SFL |
SFL Corp Ltd.
|
10,607 | $108,191 | |
| 7 | SB |
Safe Bulkers, Inc.
|
13,113 | $82,743 |
All Filings in MATX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,515 | 5,725 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $944,949 | 5,764 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $564,623 | 4,570 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $560,976 | 5,690 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $559,533 | 5,025 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $677,634 | 5,287 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $702,920 | 5,213 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $741,195 | 5,197 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $671,352 | 5,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $550,198 | 4,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $526,518 | 4,804 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $400,925 | 4,519 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $302,679 | 3,894 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $361,256 | 2,995 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $259,286 | 2,880 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $206,698 | 2,561 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||