Position in SAIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,116,417
-$6,752,537 QoQ
Shares Held
9,774
-68.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#167
of 510 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Derivatives in SAIA
reported options exposure · as of Mar 31, 2025CallValue
$5,486,051
CallShares
15,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Trucking
Industrials · as of Jun 30, 2026Hudson Bay Capital Management LP holds $39,186,023 across 11 Trucking names. SAIA ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
100,287 | $7,809,348 | |
| 2 | ARCB |
Arcbest Corp /Tx/
|
50,897 | $7,305,755 | |
| 3 | TFII |
TFI International Inc.
|
34,043 | $4,887,553 | |
| 4 | XPO |
XPO, Inc.
|
21,586 | $4,431,389 | |
| 5 | SAIA |
Saia Inc
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|
9,774 | $4,116,417 | |
| 6 | ODFL |
Old Dominion Freight Line, Inc.
|
15,283 | $3,310,297 | |
| 7 | WERN |
Werner Enterprises Inc
|
65,587 | $2,860,249 | |
| 8 | MRTN |
Marten Transport Ltd
|
106,780 | $1,852,633 |
All Filings in SAIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,116,417 | 9,774 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,868,954 | 30,941 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $9,389,127 | 31,364 | Shares | Sole | 2025-12-15 | |
| 2025-03-31 | $5,486,051 | 15,700 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $21,596,521 | 61,805 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,455,287 | 16,359 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $240,493 | 550 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||