EVERGREEN CAPITAL MANAGEMENT LLC

Position in MATX — Matson, Inc.

CIK 1260824 Bellevue, WA

Position in MATX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$944,949

+$380,326 QoQ

Shares Held

5,764

+26.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 18.390006939625263.ToString("F0")% Shared 81.60999306037475.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $2,942,948 across 7 Marine Shipping names. MATX ranks #1 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MATX	Matson, Inc. This page	5,764	$944,949
2	CMRE	Costamare Inc.	53,740	$908,205
3	KEX	Kirby Corp	2,860	$380,036
4	GSL	Global Ship Lease, Inc.	7,885	$293,558
5	DAC	Danaos Corp	1,942	$218,746
6	SFL	SFL Corp Ltd.	10,607	$114,449
7	SB	Safe Bulkers, Inc.	13,113	$83,005

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$944,949	5,764	+26.1%	Shares	Sole	2026-05-14
2025-12-31	$564,623	4,570	-19.7%	Shares	Sole	2026-01-27
2025-09-30	$560,976	5,690	+13.2%	Shares	Other	2025-10-28
2025-06-30	$559,533	5,025	-5.0%	Shares	Other	2025-08-14
2025-03-31	$677,634	5,287	+1.4%	Shares	Sole	2025-05-15
2024-12-31	$702,920	5,213	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$741,195	5,197	+1.4%	Shares	Other	2024-11-14
2024-06-30	$671,352	5,126	+4.7%	Shares	Sole	2024-08-14
2024-03-31	$550,198	4,895	+1.9%	Shares	Sole	2024-05-15
2023-12-31	$526,518	4,804	+6.3%	Shares	Other	2024-02-14
2023-09-30	$400,925	4,519	+16.1%	Shares	Sole	2023-11-14
2023-06-30	$302,679	3,894	+30.0%	Shares	Sole	2023-08-14
2022-03-31	$361,256	2,995	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$259,286	2,880	+12.5%	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.