Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$139,295,158
-$20,999,054 QoQ
Shares Held
1,415,889
-12.4% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Dec 31, 2024CallValue
$2,068,040
CallShares
16,400
PutValue
$8,410,870
PutShares
66,700
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 Integrated Freight & Logistics
Industrials · as of Mar 31, 2026BARCLAYS PLC holds $472,277,119 across 15 Integrated Freight & Logistics names. UPS ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,415,889 | $139,295,158 | |
| 2 | FDX |
Fedex Corp
|
383,555 | $110,084,310 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
561,624 | $80,441,404 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
323,975 | $68,650,301 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
327,060 | $54,314,852 | |
| 6 | LSTR |
Landstar System Inc
|
69,021 | $11,064,754 | |
| 7 | GXO |
GXO Logistics, Inc.
|
63,128 | $3,273,185 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
117,849 | $1,302,230 |
All Filings in UPS
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,295,158 | 1,415,889 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $160,294,212 | 1,616,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $169,957,570 | 2,034,689 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $207,832,934 | 2,058,975 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $205,865,422 | 1,871,674 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $8,410,870 | 66,700 | Put | Sole | 2026-03-19 | |
| 2024-12-31 | $175,184,423 | 1,389,250 | Shares | Sole | 2026-03-19 | |
| 2024-12-31 | $2,068,040 | 16,400 | Call | Sole | 2026-03-19 | |
| 2024-09-30 | $2,235,976 | 16,400 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $250,740,028 | 1,839,079 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $17,887,808 | 131,200 | Put | Sole | 2026-03-31 | |
| 2024-06-30 | $16,668,330 | 121,800 | Call | Sole | 2026-03-23 | |
| 2024-06-30 | $247,673,729 | 1,809,819 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $4,027,873 | 27,100 | Put | Sole | 2026-03-24 | |
| 2024-03-31 | $279,741,426 | 1,882,133 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $2,556,436 | 17,200 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $11,792,250 | 75,000 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $352,250,386 | 2,240,351 | Shares | Defined | 2026-03-24 | |
| 2023-12-31 | $3,584,844 | 22,800 | Call | Sole | 2026-03-24 | |
| 2023-09-30 | $298,285,924 | 1,913,684 | Shares | Defined | 2026-03-26 | |
| 2023-06-30 | $277,888,046 | 1,550,282 | Shares | Defined | 2026-03-27 | |
| 2023-03-31 | $215,314,929 | 1,109,928 | Shares | Defined | 2026-03-30 | |
| 2022-12-31 | $286,362,457 | 1,647,276 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $19,122,400 | 110,000 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $15,923,744 | 91,600 | Call | Sole | 2026-03-30 | |
| 2022-09-30 | $159,446,762 | 987,042 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $115,642,190 | 633,517 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $185,627,352 | 865,557 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $49,748,314 | 232,100 | Call | Sole | 2022-02-23 | |
| 2021-12-31 | $276,135,720 | 1,288,307 | Shares | Defined | 2022-02-23 | |
| 2021-12-31 | $33,458,474 | 156,100 | Put | Sole | 2022-02-23 | |
| 2021-09-30 | $35,054,250 | 192,500 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $270,390,454 | 1,484,846 | Shares | Defined | 2021-11-09 | |
| 2021-09-30 | $53,191,410 | 292,100 | Call | Sole | 2021-11-09 | |
| 2021-06-30 | $238,280,794 | 1,145,746 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $27,472,837 | 132,100 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $31,070,718 | 149,400 | Put | Sole | 2021-08-13 | |
| 2021-03-31 | $27,062,408 | 159,200 | Put | Sole | 2021-05-13 | |
| 2021-03-31 | $36,479,854 | 214,600 | Call | Sole | 2021-05-13 | |
| 2021-03-31 | $160,173,756 | 942,254 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $115,168,590 | 683,899 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $79,922,640 | 474,600 | Put | Sole | 2021-02-11 | |
| 2020-12-31 | $18,254,560 | 108,400 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $71,484,270 | 429,000 | Put | Sole | 2020-11-12 | |
| 2020-09-30 | $57,570,665 | 345,500 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $131,435,744 | 788,788 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,400,290 | 165,500 | Call | Sole | 2020-08-12 | |
| 2020-06-30 | $53,177,394 | 478,300 | Put | Sole | 2020-08-12 | |
| 2020-06-30 | $86,003,622 | 773,553 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $53,560,207 | 573,327 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||