Cliff Asness's LSTR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.84 M shares of Landstar System, Inc. (LSTR) worth $293.79 M, representing 0.13% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in LSTR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 848,517 shares. Largest reduction occurred in Q1 2019, reducing 79,982 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Landstar System (LSTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Landstar System (LSTR) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +848,517 | Add 85.96% | 1.84 M | $160.05 |
| Q4 2025 | +641,319 | Add 185.48% | 987,087 | $143.70 |
| Q3 2025 | -13,391 | Reduce 3.73% | 345,768 | $121.38 |
| Q2 2025 | +121,437 | Add 51.08% | 359,159 | $138.49 |
| Q1 2025 | -61,724 | Reduce 20.61% | 237,722 | $149.14 |
| Q4 2024 | -29,032 | Reduce 8.84% | 299,446 | $171.86 |
| Q3 2024 | +2,599 | Add 0.80% | 328,478 | $188.87 |
| Q2 2024 | +6,957 | Add 2.18% | 325,879 | $184.48 |
| Q1 2024 | -21,547 | Reduce 6.33% | 318,922 | $189.43 |
| Q4 2023 | -43,447 | Reduce 11.32% | 340,469 | $193.65 |
| Q3 2023 | +10,753 | Add 2.88% | 383,916 | $176.94 |
| Q2 2023 | -46,228 | Reduce 11.02% | 373,163 | $191.99 |
| Q1 2023 | -35,688 | Reduce 7.84% | 419,391 | $176.60 |
| Q4 2022 | -29,198 | Reduce 6.03% | 455,079 | $162.90 |
| Q3 2022 | -35,347 | Reduce 6.80% | 484,277 | $144.37 |
| Q2 2022 | +5,009 | Add 0.97% | 519,624 | $144.25 |
| Q1 2022 | +114,776 | Add 28.71% | 514,615 | $150.83 |
| Q4 2021 | +103,666 | Add 35.00% | 399,839 | $177.71 |
| Q3 2021 | +5,813 | Add 2.00% | 296,173 | $157.82 |
| Q2 2021 | +25,056 | Add 9.44% | 290,360 | $158.02 |
| Q1 2021 | +7,188 | Add 2.78% | 265,304 | $165.06 |
| Q4 2020 | +17,956 | Add 7.48% | 258,116 | $134.66 |
| Q3 2020 | +14,325 | Add 6.34% | 240,160 | $125.49 |
| Q2 2020 | +76,163 | Add 50.89% | 225,835 | $111.06 |
| Q1 2020 | +10,203 | Add 7.32% | 149,672 | $95.86 |
| Q4 2019 | +1,631 | Add 1.18% | 139,469 | $113.87 |
| Q3 2019 | -19,976 | Reduce 12.66% | 137,838 | $112.58 |
| Q2 2019 | -67,995 | Reduce 30.11% | 157,814 | $107.99 |
| Q1 2019 | -79,982 | Reduce 26.16% | 225,809 | $109.39 |
| Q4 2018 | -15,754 | Reduce 4.90% | 305,791 | $95.67 |
| Q3 2018 | +95,108 | Add 42.00% | 321,545 | $122.00 |
| Q2 2018 | +128,853 | Add 132.04% | 226,437 | $110.55 |
| Q1 2018 | -21,513 | Reduce 18.06% | 97,584 | $109.65 |
| Q4 2017 | -13,760 | Reduce 10.36% | 119,097 | $104.10 |
| Q3 2017 | -25,527 | Reduce 16.12% | 132,857 | $99.65 |
| Q2 2017 | -6,877 | Reduce 4.16% | 158,384 | $85.60 |
| Q1 2017 | +72,636 | Add 78.42% | 165,261 | $85.65 |
| Q4 2016 | +15,230 | Add 19.68% | 92,625 | $85.30 |
| Q3 2016 | +6,714 | Add 9.50% | 77,395 | $68.08 |
| Q2 2016 | +24,618 | Add 53.44% | 70,681 | $68.66 |
| Q1 2016 | -22,284 | Reduce 32.60% | 46,063 | $64.61 |
| Q4 2015 | +6,342 | Add 10.23% | 68,347 | $58.66 |
| Q3 2015 | +25,892 | Add 71.70% | 62,005 | $63.46 |
| Q2 2015 | -8,061 | Reduce 18.25% | 36,113 | $66.87 |
| Q1 2015 | +1,784 | Add 4.21% | 44,174 | $66.31 |
| Q4 2014 | -3,972 | Reduce 8.57% | 42,390 | $72.54 |
| Q3 2014 | -39,138 | Reduce 45.78% | 46,362 | $72.19 |
| Q2 2014 | -6,041 | Reduce 6.60% | 85,500 | $64.00 |
| Q1 2014 | -8,700 | Reduce 8.68% | 91,541 | $59.22 |
| Q4 2013 | +7,400 | Add 7.97% | 100,241 | $57.45 |
| Q3 2013 | +3,200 | Add 3.57% | 92,841 | $55.98 |
| Q2 2013 | +89,641 | Add 0.00% | 89,641 | $51.51 |
| Q4 2012 | +92,084 | Add 0.00% | 92,084 | $52.46 |
Cliff Asness's Landstar System Investment FAQs
Cliff Asness first purchased Landstar System, Inc. (LSTR) in Q4 2012, acquiring 92,084 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 Landstar System, Inc. (LSTR) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to Landstar System, Inc. (LSTR) was in Q1 2026, adding 1,835,604 shares worth $293.79 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,835,604 shares of Landstar System, Inc. (LSTR), valued at approximately $293.79 M.
As of the Q1 2026 filing, Landstar System, Inc. (LSTR) represents approximately 0.13% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Landstar System, Inc. (LSTR) was 1,835,604 shares, as reported at the end of Q1 2026.