Position in MATX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$29,673
+$13,488 QoQ
Shares Held
181
+38.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $123,106 across 14 Marine Shipping names. MATX ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
430 | $57,138 | |
| 2 | MATX |
Matson, Inc.
This page
|
181 | $29,673 | |
| 3 | GSL |
Global Ship Lease, Inc.
|
300 | $11,169 | |
| 4 | CMDB |
Costamare Bulkers Holdings Ltd
|
627 | $9,699 | |
| 5 | CMRE |
Costamare Inc.
|
348 | $5,881 | |
| 6 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
120 | $3,162 | |
| 7 | SFL |
SFL Corp Ltd.
|
186 | $2,006 | |
| 8 | GNK |
Genco Shipping & Trading Ltd
|
54 | $1,217 |
All Filings in MATX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,673 | 181 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,185 | 131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,351 | 105 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||