Creative Planning

Position in MATX — Matson, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in MATX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,514,482

+$1,607,594 QoQ

Shares Held

33,889

+13.2% QoQ

Ownership

0.113%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#78

of 425 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $19,104,367 across 12 Marine Shipping names. MATX ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MATX	Matson, Inc. This page	33,889	$6,514,482
2	KEX	Kirby Corp	26,712	$3,632,029
3	HSHP	Himalaya Shipping Ltd.	244,464	$3,266,038
4	GNK	Genco Shipping & Trading Ltd	65,826	$1,631,168
5	DAC	Danaos Corp	10,758	$1,316,456
6	SFL	SFL Corp Ltd.	76,292	$778,178
7	GSL	Global Ship Lease, Inc.	16,751	$629,837
8	CMRE	Costamare Inc.	30,100	$422,001

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,514,482	33,889	+13.2%	Shares	Defined	2026-08-13
2026-03-31	$4,906,888	29,931	+10.4%	Shares	Sole	2026-05-12
2025-12-31	$3,348,699	27,104	+66.4%	Shares	Sole	2026-02-17
2025-09-30	$1,605,636	16,286	+53.8%	Shares	Sole	2025-11-14
2025-06-30	$1,179,195	10,590	-31.7%	Shares	Defined	2025-08-08
2025-03-31	$1,986,635	15,500	-10.6%	Shares	Sole	2025-05-15
2024-12-31	$2,338,394	17,342	+51.9%	Shares	Defined	2025-02-14
2024-09-30	$1,628,292	11,417	+28.2%	Shares	Defined	2024-10-11
2024-06-30	$1,166,416	8,906	+98.5%	Shares	Sole	2024-08-15
2024-03-31	$504,226	4,486	+34.8%	Shares	Sole	2024-05-13
2023-12-31	$364,638	3,327	+40.0%	Shares	Defined	2024-02-14
2023-09-30	$210,887	2,377	-83.7%	Shares	Sole	2023-11-16
2021-03-31	$970,485	14,550	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.