Industry deep-dive
Integrated Freight & Logistics
Every super-investor and insider move tracked across 13 tickers in this industry.
Tickers
13
Combined value
$16.54B
Insider net (30d)
−$18.6M
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest integrated freight & logistics books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Dodge & Cox | $4.50B |
| 2 | Norges Bank Norway SWF | $2.48B |
| 3 | First Eagle Investment Management | $2.41B |
| 4 | AQR Capital Management | $2.37B |
| 5 | Wellington Management | $1.38B |
| 6 | Ken Griffin Citadel Advisors | $714M |
| 7 | T. Rowe Price | $684M |
| 8 | Izzy Englander Millennium Mgmt | $634M |
| 9 | D.E. Shaw & Co. | $502M |
| 10 | Renaissance Technologies | $212M |
| 11 | Steve Cohen Point72 | $147M |
| 12 | Ken Fisher Fisher Asset Mgmt | $111M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | FDX | FEDEX CORP | $6.77B |
| 2 | CHRW | C H ROBINSON WORLDWIDE INC | $3.20B |
| 3 | UPS | UNITED PARCEL SERVICE INC | $2.42B |
| 4 | JBHT | HUNT J B TRANS SVCS INC | $1.64B |
| 5 | EXPD | EXPEDITORS INTL WASH INC | $1.47B |
| 6 | LSTR | LANDSTAR SYS INC | $284.3M |
| 7 | HUBG | HUB GROUP INC | $241.1M |
| 8 | GXO | GXO LOGISTICS INCORPORATED | $218.2M |
| 9 | ZTO | ZTO EXPRESS CAYMAN INC | $124.9M |
| 10 | PBI | PITNEY BOWES INC | $103.8M |
| 11 | CYRX | CRYOPORT INC | $47.8M |
| 12 | FWRD | FORWARD AIR CORP | $13.5M |
| 13 | RLGT | RADIANT LOGISTICS INC | $5.8M |