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Rush Enterprises, Inc.

RUSHA Consumer Discretionary
$69.98 +$0.89 (1.29%)
Market Cap: $5.44 B
Gurus Holding
9
Popularity Rank
#709
% of Shares Held
2.23%
Net Activity (Q1 2026)
-$3.58 M

Guru Ownership Trend

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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $120.18 M.

Top institutional holders include HOTCHKIS & WILEY and Ronald Muhlenkamp.

Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.78% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.58 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 145.7%. Conversely, Joel Greenblatt reduced exposure by 55.6%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$11.18 M
Total Buy Value
New Buys 1
Additions 4
-$14.76 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Rush Enterprises, Inc. (RUSHA)

Major holders include HOTCHKIS & WILEY ($57.77 M), Ronald Muhlenkamp ($21.94 M), Renaissance Technologies (RenTech) ($10.91 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.72 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.58 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited RUSHA. The total reported sell value was $14.76 M.

Yes, 1 managers opened new positions in RUSHA, and 4 increased their existing holdings. The total reported buy value was $11.18 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 5.8% 873,911 $57.77 M Q1 2026
5.78% Reduce -11.6% 331,905 $21.94 M Q1 2026
0.02% Add 145.7% 165,100 $10.91 M Q1 2026
0.12% Reduce -12.8% 129,094 $8.53 M Q1 2026
0.00% Add 11.5% 93,818 $6.2 M Q1 2026
0.03% Reduce -31.7% 51,409 $3.4 M Q1 2026
0.03% Add 0.2% 42,192 $2.79 M Q1 2026
0.00% Reduce -55.6% 15,914 $1.05 M Q1 2026
0.01% New Buy 13,937 $921,375 Q1 2026
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