Position in UPS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$251,968,984
+$37,060,957 QoQ
Shares Held
2,561,181
+18.2% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,919,000
PutShares
50,000
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, 2026WELLS FARGO & COMPANY/MN holds $605,906,732 across 15 Integrated Freight & Logistics names. UPS ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,561,181 | $251,968,984 | |
| 2 | FDX |
Fedex Corp
|
588,192 | $168,817,277 | |
| 3 | LSTR |
Landstar System Inc
|
348,449 | $55,859,857 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
296,967 | $49,317,307 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
263,778 | $37,780,921 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
104,797 | $22,206,482 | |
| 7 | GXO |
GXO Logistics, Inc.
|
329,943 | $17,107,542 | |
| 8 | HUBG |
Hub Group, Inc.
|
37,687 | $1,358,238 |
All Filings in UPS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,968,984 | 2,561,181 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $4,919,000 | 50,000 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $214,908,027 | 2,166,630 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $4,959,500 | 50,000 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $192,837,690 | 2,308,604 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,794,650 | 47,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $295,170,260 | 2,924,215 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,422,507 | 49,300 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $599,385,773 | 5,449,457 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $699,773,538 | 5,549,354 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $6,216,730 | 49,300 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $801,011,131 | 5,875,100 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $1,390,668 | 10,200 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $245,412 | 1,800 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $1,423,240 | 10,400 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $13,685 | 100 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $839,373,167 | 6,133,527 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,336,290 | 83,000 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $1,065,569,489 | 7,169,276 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $10,909,442 | 73,400 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $1,083,596,767 | 6,891,794 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $3,537,675 | 22,500 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $4,779,792 | 30,400 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $3,179,748 | 20,400 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $54,616,848 | 350,400 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $1,148,490,372 | 7,368,258 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $71,700 | 400 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $233,025 | 1,300 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $1,342,211,988 | 7,487,933 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,510,383,440 | 7,785,883 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $16,489,150 | 85,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $25,529,084 | 131,600 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $34,750,616 | 199,900 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $62,599,784 | 360,100 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $1,301,594,837 | 7,487,315 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,211,646,598 | 7,500,598 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $42,275,018 | 261,700 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $27,445,646 | 169,900 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $64,710,430 | 354,500 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $40,140,546 | 219,900 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $1,375,655,208 | 7,536,185 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $36,436,754 | 169,900 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,653,655,593 | 7,710,788 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $68,477,078 | 319,300 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $1,569,281,091 | 7,321,457 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,565,452,146 | 8,596,662 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,850,337,994 | 8,897,139 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $29,782,248 | 175,200 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $1,417,402,795 | 8,338,154 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $8,788,483 | 51,700 | Call | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||