Industry deep-dive
Trucking
Every super-investor and insider move tracked across 14 tickers in this industry.
Tickers
14
Combined value
$7.26B
Insider net (30d)
$0
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 trucking books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $2.86B |
| 2 | Wellington Management | $1.06B |
| 3 | Norges Bank Norway SWF | $981M |
| 4 | Dan Sundheim D1 Capital | $680M |
| 5 | Andreas Halvorsen Viking Global | $355M |
| 6 | AQR Capital Management | $261M |
| 7 | Two Sigma Investments | $237M |
| 8 | Ken Griffin Citadel Advisors | $207M |
| 9 | Baillie Gifford & Co | $120M |
| 10 | D.E. Shaw & Co. | $88M |
| 11 | Larry Robbins Glenview Capital | $76M |
| 12 | Renaissance Technologies | $71M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | ODFL | OLD DOMINION FREIGHT LINE IN | $3.15B |
| 2 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.46B |
| 3 | SAIA | SAIA INC | $1.22B |
| 4 | XPO | XPO LOGISTICS INC | $724.6M |
| 5 | TFII | TFI INTL INC | $348.9M |
| 6 | WERN | WERNER ENTERPRISES INC | $114.3M |
| 7 | SNDR | SCHNEIDER NATIONAL INC | $75.4M |
| 8 | RXO | RXO INC | $72.5M |
| 9 | MRTN | MARTEN TRANS LTD | $25.7M |
| 10 | ARCB | ARCBEST CORP | $22.6M |
| 11 | HTLD | HEARTLAND EXPRESS INC | $16.0M |
| 12 | CVLG | COVENANT LOGISTICS GROUP INC | $13.6M |
| 13 | PAMT | P A M TRANSN SVCS INC | $11.2M |
| 14 | ULH | UNIVERSAL LOGISTICS HLDGS IN | $831K |