Position in SAIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,427,145
+$922,613 QoQ
Shares Held
5,763
+34.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#213
of 510 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $5,678,960 across 2 Trucking names. SAIA ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
15,013 | $3,251,815 | |
| 2 | SAIA |
Saia Inc
This page
|
5,763 | $2,427,145 |
All Filings in SAIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,427,145 | 5,763 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,504,532 | 4,283 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $698 | 2 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $911 | 2 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,311 | 3 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,422 | 3 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,170 | 2 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||