Position in MATX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$249,513
+$39,671 QoQ
Shares Held
1,298
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 425 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $1,051,735 across 2 Marine Shipping names. MATX ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
5,900 | $802,222 | |
| 2 | MATX |
Matson, Inc.
This page
|
1,298 | $249,513 |
All Filings in MATX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,513 | 1,298 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $209,842 | 1,280 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||