Position in UPS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$111,444,468
+$5,032,447 QoQ
Shares Held
1,132,796
+5.6% QoQ
Ownership
0.133%
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 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2026CallValue
$4,525,480
CallShares
46,000
PutValue
$5,558,470
PutShares
56,500
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, 2026CITIGROUP INC holds $297,492,436 across 16 Integrated Freight & Logistics names. UPS ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,132,796 | $111,444,468 | |
| 2 | FDX |
Fedex Corp
|
238,511 | $68,455,160 | |
| 3 | ZTO |
ZTO Express (Cayman) Inc.
|
1,549,063 | $38,989,915 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
147,421 | $24,482,204 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
134,276 | $19,232,350 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
87,232 | $18,484,460 | |
| 7 | LSTR |
Landstar System Inc
|
51,307 | $8,225,024 | |
| 8 | GXO |
GXO Logistics, Inc.
|
51,023 | $2,645,542 |
All Filings in UPS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,558,470 | 56,500 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $111,444,468 | 1,132,796 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $4,525,480 | 46,000 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $21,920,990 | 221,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $106,412,021 | 1,072,810 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $9,323,860 | 94,000 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $42,391,475 | 507,500 | Call | Defined | 2025-11-10 | |
| 2025-09-30 | $62,904,854 | 753,081 | Shares | Defined | 2025-11-10 | |
| 2025-09-30 | $7,074,991 | 84,700 | Put | Defined | 2025-11-10 | |
| 2025-06-30 | $83,425,091 | 826,482 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $3,785,250 | 37,500 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $19,178,600 | 190,000 | Call | Defined | 2025-08-11 | |
| 2025-03-31 | $42,896,100 | 390,000 | Call | Defined | 2025-05-12 | |
| 2025-03-31 | $4,124,625 | 37,500 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $90,432,566 | 822,189 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $48,709,655 | 386,278 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $31,209,750 | 247,500 | Put | Defined | 2025-02-12 | |
| 2024-12-31 | $73,251,490 | 580,900 | Call | Defined | 2025-02-12 | |
| 2024-09-30 | $79,493,034 | 583,050 | Shares | Defined | 2024-11-12 | |
| 2024-09-30 | $1,704,250 | 12,500 | Call | Defined | 2024-11-12 | |
| 2024-09-30 | $33,744,150 | 247,500 | Put | Defined | 2024-11-12 | |
| 2024-06-30 | $115,360,305 | 842,969 | Shares | Defined | 2024-08-12 | |
| 2024-06-30 | $34,896,750 | 255,000 | Put | Defined | 2024-08-12 | |
| 2024-03-31 | $14,863,000 | 100,000 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $55,438,990 | 373,000 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $178,498,683 | 1,200,960 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $110,147,788 | 700,552 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $13,364,550 | 85,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $51,005,412 | 324,400 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $7,902,609 | 50,700 | Call | Defined | 2023-12-06 | |
| 2023-09-30 | $137,173,702 | 880,052 | Shares | Defined | 2023-12-06 | |
| 2023-09-30 | $54,086,890 | 347,000 | Put | Defined | 2023-12-06 | |
| 2023-06-30 | $107,226,810 | 598,197 | Shares | Defined | 2023-08-10 | |
| 2023-06-30 | $40,438,800 | 225,600 | Put | Defined | 2023-08-10 | |
| 2023-06-30 | $20,380,725 | 113,700 | Call | Defined | 2023-08-10 | |
| 2023-03-31 | $148,557,928 | 765,802 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $9,272,722 | 47,800 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $23,414,593 | 120,700 | Put | Defined | 2023-05-11 | |
| 2022-12-31 | $5,458,576 | 31,400 | Call | Defined | 2023-02-09 | |
| 2022-12-31 | $15,628,216 | 89,900 | Put | Defined | 2023-02-09 | |
| 2022-12-31 | $119,859,896 | 689,484 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $113,357,946 | 701,733 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $16,784,006 | 103,900 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $17,349,396 | 107,400 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $8,013,506 | 43,900 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $15,953,996 | 87,400 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $132,926,356 | 728,204 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $143,417,978 | 668,740 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,822,650 | 22,500 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $103,986,191 | 485,146 | Shares | Defined | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||