Shellback Capital, LP

Position in SAIA — Saia Inc

CIK 1591744 BOSTON, MA

Position in SAIA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,107,840

+$5,246,125 QoQ

Shares Held

24,000

+73.4% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#112

of 510 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Shellback Capital, LP holds $62,578,603 across 4 Trucking names. SAIA ranks #4 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	99,530	$20,432,513
2	ODFL	Old Dominion Freight Line, Inc.	85,000	$18,411,000
3	KNX	Knight-Swift Transportation Holdings Inc.	175,000	$13,627,250
4	SAIA	Saia Inc This page	24,000	$10,107,840

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,107,840	24,000	+73.4%	Shares	Sole	2026-08-14
2026-03-31	$4,861,715	13,840	-44.6%	Shares	Sole	2026-05-15
2025-09-30	$7,484,000	25,000	+66.7%	Shares	Sole	2025-11-14
2025-03-31	$5,241,450	15,000	-17.6%	Shares	Sole	2025-05-15
2024-09-30	$7,958,132	18,200	+25.5%	Shares	Sole	2024-11-14
2024-06-30	$6,877,205	14,500	-3.3%	Shares	Sole	2024-08-14
2023-12-31	$6,573,300	15,000	-72.7%	Shares	Sole	2024-02-14
2023-09-30	$21,925,750	55,000	-21.5%	Shares	Sole	2023-11-14
2023-06-30	$24,003,968	70,103	+115.7%	Shares	Sole	2023-08-14
2023-03-31	$8,842,600	32,500	+550.0%	Shares	Sole	2023-05-15
2022-12-31	$1,048,400	5,000	-66.7%	Shares	Sole	2023-02-13
2022-09-30	$2,850,000	15,000	-70.4%	Shares	Sole	2022-11-14
2022-06-30	$9,531,600	50,700	+26.8%	Shares	Sole	2022-08-15
2022-03-31	$9,752,800	40,000	+274.1%	Shares	Sole	2022-05-16
2021-09-30	$2,545,016	10,692	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.