Cliff Asness's JBHT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 3.76 M shares of J.B. Hunt Transport Services, Inc. (JBHT) worth $729.78 M, representing 0.38% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in JBHT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 1.45 M shares. Largest reduction occurred in Q2 2019, reducing 280,476 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's JB Hunt Transport Services (JBHT) Holding Value Over Time
Track share changes against reported price movement
Quarterly JB Hunt Transport Services (JBHT) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +565,605 | Add 17.73% | 3.76 M | $194.34 |
| Q3 2025 | +1.39 M | Add 77.21% | 3.19 M | $133.60 |
| Q2 2025 | +1.45 M | Add 411.54% | 1.8 M | $143.60 |
| Q1 2025 | +27,211 | Add 8.38% | 351,850 | $146.76 |
| Q4 2024 | +42,095 | Add 14.90% | 324,639 | $170.66 |
| Q3 2024 | +108,907 | Add 62.72% | 282,544 | $172.33 |
| Q2 2024 | +128,283 | Add 282.85% | 173,637 | $159.76 |
| Q1 2024 | -17,668 | Reduce 28.03% | 45,354 | $196.94 |
| Q4 2023 | -91,811 | Reduce 59.30% | 63,022 | $199.74 |
| Q3 2023 | -88,319 | Reduce 36.32% | 154,833 | $187.34 |
| Q2 2023 | -44,245 | Reduce 15.40% | 243,152 | $181.03 |
| Q1 2023 | -29,576 | Reduce 9.33% | 287,397 | $172.61 |
| Q4 2022 | -33,908 | Reduce 9.66% | 316,973 | $174.36 |
| Q3 2022 | -5,141 | Reduce 1.44% | 350,881 | $156.42 |
| Q2 2022 | -21,334 | Reduce 5.65% | 356,022 | $154.83 |
| Q1 2022 | -23,653 | Reduce 5.90% | 377,356 | $200.79 |
| Q4 2021 | -22,457 | Reduce 5.30% | 401,009 | $202.88 |
| Q3 2021 | -51,452 | Reduce 10.83% | 423,466 | $167.22 |
| Q2 2021 | +38,611 | Add 8.85% | 474,918 | $161.77 |
| Q1 2021 | +18,907 | Add 4.53% | 436,307 | $168.07 |
| Q4 2020 | +72,927 | Add 21.17% | 417,400 | $135.53 |
| Q3 2020 | +240,200 | Add 230.36% | 344,473 | $126.38 |
| Q2 2020 | +96,631 | Add 1264.47% | 104,273 | $120.17 |
| Q1 2020 | -33,245 | Reduce 81.31% | 7,642 | $92.25 |
| Q4 2019 | +12,995 | Add 46.59% | 40,887 | $116.79 |
| Q3 2019 | +15,479 | Add 124.70% | 27,892 | $110.64 |
| Q2 2019 | -280,476 | Reduce 95.76% | 12,413 | $91.44 |
| Q1 2019 | +92,677 | Add 46.29% | 292,889 | $101.29 |
| Q4 2018 | +52,986 | Add 35.99% | 200,212 | $93.04 |
| Q3 2018 | +106,670 | Add 263.02% | 147,226 | $118.94 |
| Q2 2018 | +29,556 | Add 268.69% | 40,556 | $121.56 |
| Q1 2018 | -912 | Reduce 7.66% | 11,000 | $117.18 |
| Q4 2017 | -396 | Reduce 3.22% | 11,912 | $115.01 |
| Q3 2017 | -51,377 | Reduce 80.67% | 12,308 | $111.07 |
| Q2 2017 | +17,828 | Add 38.88% | 63,685 | $91.39 |
| Q1 2017 | +32,231 | Add 236.54% | 45,857 | $91.74 |
| Q4 2016 | +998 | Add 7.90% | 13,626 | $97.09 |
| Q3 2016 | -4,631 | Reduce 26.83% | 12,628 | $81.17 |
| Q2 2016 | -43 | Reduce 0.25% | 17,259 | $80.94 |
| Q1 2016 | -10,510 | Reduce 37.79% | 17,302 | $84.27 |
| Q4 2015 | +5,623 | Add 25.34% | 27,812 | $73.35 |
| Q3 2015 | +1,260 | Add 6.02% | 22,189 | $71.39 |
| Q1 2015 | +1,700 | Add 8.84% | 20,929 | $85.38 |
| Q4 2014 | +2,329 | Add 13.78% | 19,229 | $84.25 |
| Q3 2014 | -51,300 | Reduce 75.22% | 16,900 | $74.02 |
| Q2 2014 | +32,100 | Add 88.92% | 68,200 | $73.78 |
| Q1 2014 | +17,500 | Add 94.09% | 36,100 | $71.91 |
| Q4 2013 | -29,988 | Reduce 61.72% | 18,600 | $77.31 |
| Q3 2013 | +29,788 | Add 158.45% | 48,588 | $72.94 |
| Q2 2013 | +18,800 | Add 0.00% | 18,800 | $72.23 |
| Q4 2012 | +21,200 | Add 0.00% | 21,200 | $59.72 |
Cliff Asness's JB Hunt Transport Services Investment FAQs
Cliff Asness first purchased J.B. Hunt Transport Services, Inc. (JBHT) in Q4 2012, acquiring 21,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held J.B. Hunt Transport Services, Inc. (JBHT) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to J.B. Hunt Transport Services, Inc. (JBHT) was in Q2 2025, adding 1,799,843 shares worth $258.46 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 3,755,171 shares of J.B. Hunt Transport Services, Inc. (JBHT), valued at approximately $729.78 M.
As of the Q4 2025 filing, J.B. Hunt Transport Services, Inc. (JBHT) represents approximately 0.38% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in J.B. Hunt Transport Services, Inc. (JBHT) was 3,755,171 shares, as reported at the end of Q4 2025.