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Ryder System, Inc.

R Industrials
$250.85 +$2.04 (0.82%)
Market Cap: $9.71 B
Gurus Holding
4
Popularity Rank
#2439
% of Shares Held
2.56%
Net Activity (Q1 2026)
+$16.9 M

Guru Ownership Trend

Guru Analysis for Ryder System, Inc. (R)

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

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $248.7 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $16.9 M net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Ray Dalio reduced exposure by 53.0%.

Key Holders

Top 5 by Value

$148.58 M
$52.07 M
$544,733
$473,085

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$24.82 M
Total Buy Value
New Buys 1
Additions 2
-$7.92 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Ryder System, Inc. (R)

Major holders include Cliff Asness ($148.58 M), Joel Greenblatt ($52.07 M), Jefferies Group ($544,733). According to the latest reported data, 4 tracked investment managers collectively hold approximately 991,426 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.9 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited R. The total reported sell value was $7.92 M.

Yes, 1 managers opened new positions in R, and 2 increased their existing holdings. The total reported buy value was $24.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 3.7% 732,098 $148.58 M Q1 2026
0.16% Add 57.4% 254,356 $52.07 M Q1 2026
0.00% New Buy 2,661 $544,733 Q1 2026
0.00% Reduce -53.0% 2,311 $473,085 Q1 2026
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