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Landstar System, Inc.

LSTR Industrials
$209.32 +$1.62 (0.78%)
Market Cap: $7.1 B
Gurus Holding
7
Popularity Rank
#1002
% of Shares Held
7.55%
Net Activity (Q1 2026)
+$133.73 M

Guru Ownership Trend

Guru Analysis for Landstar System, Inc. (LSTR)

Landstar System, Inc. (LSTR), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $536.03 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $133.73 M net inflow during the quarter.

Recent activity highlights HOTCHKIS & WILEY who opened a new position. Conversely, Chuck Royce reduced exposure by 19.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$157.17 M
Total Buy Value
New Buys 2
Additions 3
-$23.44 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Landstar System, Inc. (LSTR)

Major holders include Cliff Asness ($293.79 M), Joel Greenblatt ($44.31 M), Chuck Royce ($36.97 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.56 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $133.73 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited LSTR. The total reported sell value was $23.44 M.

Yes, 2 managers opened new positions in LSTR, and 3 increased their existing holdings. The total reported buy value was $157.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 86.0% 1,835,604 $293.79 M Q1 2026
0.14% Reduce -18.8% 276,406 $44.31 M Q1 2026
0.36% Reduce -19.0% 230,585 $36.97 M Q1 2026
0.05% New Buy 91,845 $14.72 M Q1 2026
0.02% Add 42.8% 80,440 $12.9 M Q1 2026
0.02% Add 54.1% 44,051 $7.06 M Q1 2026
0.00% New Buy 1,896 $303,948 Q1 2026
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