Position in WERN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,373
+$3,021 QoQ
Shares Held
192
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#229
of 267 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Bare Financial Services, Inc holds $56,030 across 9 Trucking names. WERN ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
|
99 | $20,323 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
108 | $8,409 | |
| 3 | WERN |
Werner Enterprises Inc
This page
|
192 | $8,373 | |
| 4 | SAIA |
Saia Inc
|
14 | $5,896 | |
| 5 | HTLD |
Heartland Express Inc
|
314 | $4,779 | |
| 6 | RXO |
RXO, Inc.
|
168 | $4,634 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
13 | $1,866 | |
| 8 | MRTN |
Marten Transport Ltd
|
51 | $884 |
All Filings in WERN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,373 | 192 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,352 | 182 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,631 | 221 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,131 | 233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,389 | 197 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,025 | 35 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||