Position in MATX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$87,052
+$56,412 QoQ
Shares Held
531
+114.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $2,674,018 across 17 Marine Shipping names. MATX ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
43,426 | $1,144,275 | |
| 2 | GSL |
Global Ship Lease, Inc.
|
25,090 | $934,100 | |
| 3 | KEX |
Kirby Corp
|
1,017 | $135,138 | |
| 4 | HAFN |
Hafnia Ltd
|
15,183 | $115,390 | |
| 5 | MATX |
Matson, Inc.
This page
|
531 | $87,052 | |
| 6 | SFL |
SFL Corp Ltd.
|
7,938 | $85,651 | |
| 7 | CMRE |
Costamare Inc.
|
4,137 | $69,915 | |
| 8 | SBLK |
Star Bulk Carriers Corp.
|
1,727 | $39,669 |
All Filings in MATX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,052 | 531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,640 | 248 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,182 | 438 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $162,125 | 1,456 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,070 | 180 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $22,383 | 166 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,963 | 154 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $654 | 5 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||