Position in WERN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,254
+$6,255 QoQ
Shares Held
281
+37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 268 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $4,650,683 across 13 Trucking names. WERN ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
9,143 | $1,980,373 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
20,145 | $1,568,691 | |
| 3 | SAIA |
Saia Inc
|
2,482 | $1,045,319 | |
| 4 | SNDR |
Schneider National, Inc.
|
437 | $15,963 | |
| 5 | WERN |
Werner Enterprises Inc
This page
|
281 | $12,254 | |
| 6 | RXO |
RXO, Inc.
|
293 | $8,083 | |
| 7 | XPO |
XPO, Inc.
|
37 | $7,595 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
30 | $4,306 |
All Filings in WERN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,254 | 281 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,999 | 204 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,031 | 101 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,710 | 65 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $684 | 25 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,223 | 110 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,232 | 90 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,543 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $895 | 25 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $195 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||