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Rush Enterprises, Inc.

RUSHA Consumer Discretionary
$61.74 +$0.14 (0.24%)
Market Cap: $4.76 B
Gurus Holding
10
Popularity Rank
#529
% of Shares Held
2.33%
Net Activity (Q4 2025)
+$577,147.77

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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $111 M.

Top institutional holders include HOTCHKIS & WILEY and Ronald Muhlenkamp.

Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.45% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $577,147.77 net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 435.4%. Conversely, Paul Tudor Jones reduced exposure by 46.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$7.63 M
Total Buy Value
New Buys 0
Additions 8
-$7.05 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Rush Enterprises, Inc. (RUSHA)

Major holders include HOTCHKIS & WILEY ($44.57 M), Ronald Muhlenkamp ($20.26 M), First Pacific Advisors ($7.99 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.8 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $577,147.77, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited RUSHA. The total reported sell value was $7.05 M.

Yes, 0 managers opened new positions in RUSHA, and 8 increased their existing holdings. The total reported buy value was $7.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 5.1% 826,345 $44.57 M Q4 2025
5.45% Add 0.4% 375,519 $20.26 M Q4 2025
0.11% Reduce -6.9% 148,094 $7.99 M Q4 2025
0.01% Reduce -46.8% 122,104 $6.59 M Q4 2025
0.00% Add 103.4% 84,138 $4.54 M Q4 2025
0.04% Add 1.5% 75,293 $4.06 M Q4 2025
0.01% Add 32.3% 67,200 $3.62 M Q4 2025
0.02% Add 0.9% 42,122 $2.27 M Q4 2025
0.01% Add 155.3% 35,826 $1.93 M Q4 2025
0.00% Add 435.4% 21,107 $1.14 M Q4 2025
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