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Covenant Logistics Group, Inc.

CVLG Industrials
$29.77 $-0.13 (-0.43%)
Market Cap: $755.5 M
Gurus Holding
4
Popularity Rank
#2411
% of Shares Held
3.04%
Net Activity (Q2 2026)
+$1.72 M

Guru Ownership Trend

Guru Analysis for Covenant Logistics Group, Inc. (CVLG)

Covenant Logistics Group, Inc. (CVLG), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $22.93 M.

Top institutional holders include First Eagle Investment and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $1.72 M net inflow during the quarter.

Recent activity highlights First Eagle Investment who increased their stake by 44.6%. Conversely, Paul Tudor Jones reduced exposure by 93.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$5.46 M
Total Buy Value
New Buys 0
Additions 2
-$3.74 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Covenant Logistics Group, Inc. (CVLG)

Major holders include First Eagle Investment ($15.86 M), Chuck Royce ($15.67 M), Cliff Asness ($2.29 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 770,321 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.72 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited CVLG. The total reported sell value was $3.74 M.

Yes, 0 managers opened new positions in CVLG, and 2 increased their existing holdings. The total reported buy value was $5.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 44.6% 358,932 $15.86 M Q2 2026
0.13% Add 3.7% 354,647 $15.67 M Q2 2026
0.00% Reduce -23.7% 51,756 $2.29 M Q2 2026
0.00% Reduce -93.2% 4,986 $220,281 Q2 2026
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