Guru Ownership Over Time
Guru Analysis for Rush Enterprises, Inc. (RUSHA)
Rush Enterprises, Inc. (RUSHA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $101.56 M.
Top institutional holders include HOTCHKIS & WILEY and Ronald Muhlenkamp.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.44% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $3.55 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 67.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.13% | Add 15.5% | 785,998 | $42.03 M | Q3 2025 | |
| 5.44% | Add 0.1% | 374,051 | $20 M | Q3 2025 | |
| 0.02% | Reduce -7.6% | 229,506 | $12.27 M | Q3 2025 | |
| 0.12% | 159,094 | $8.51 M | Q3 2025 | ||
| 0.04% | Add 0.1% | 74,197 | $3.97 M | Q3 2025 | |
| 0.00% | Reduce -29.9% | 50,800 | $2.72 M | Q3 2025 | |
| 0.02% | Reduce -0.6% | 41,767 | $2.23 M | Q3 2025 | |
| 0.00% | Add 54.1% | 41,367 | $2.21 M | Q3 2025 | |
| 0.00% | Reduce -67.8% | 14,033 | $750,345 | Q3 2025 | |
| 0.00% | New Buy | 12,401 | $663,085 | Q3 2025 | |
| 0.00% | New Buy | 3,942 | $210,779 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Rush Enterprises, Inc. (RUSHA)
Top Guru holders include HOTCHKIS & WILEY ($42.03 M), Ronald Muhlenkamp ($20 M), Paul Tudor Jones ($12.27 M). Collectively, tracked Gurus hold 1.79 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $3.55 M, with 6 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of RUSHA completely. Total sell value was $3.76 M.
Yes, 2 Gurus opened new positions in RUSHA, and 4 added to their existing holdings. Total buy value was $7.31 M.