Position in SB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$143,330
+$54,194 QoQ
Shares Held
22,643
+22.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SB Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Mar 31, 2026Creative Planning holds $16,373,603 across 13 Marine Shipping names. SB ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
29,931 | $4,906,888 | |
| 2 | HSHP |
Himalaya Shipping Ltd.
|
230,911 | $3,071,116 | |
| 3 | KEX |
Kirby Corp
|
20,586 | $2,735,467 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
64,476 | $1,453,933 | |
| 5 | DAC |
Danaos Corp
|
9,422 | $1,061,294 | |
| 6 | SFL |
SFL Corp Ltd.
|
75,052 | $809,810 | |
| 7 | GSL |
Global Ship Lease, Inc.
|
17,370 | $646,685 | |
| 8 | CMRE |
Costamare Inc.
|
34,823 | $588,508 |
All Filings in SB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,330 | 22,643 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $89,136 | 18,493 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $68,598 | 15,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,464 | 12,317 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,331 | 17,434 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||