Alta Fundamental Advisers’s Forward Air FWRD Stock Holding History

Alta Fundamental Advisers’s Portfolio FWRD Stock Details FWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.3M	Buy	+151,122	New	+$2.39M	1%	19

Other funds holding FWRD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return

AlpInvest Partners Amsterdam, Netherlands $82.8M AUM 1.69% 1-Year Est. Return

Alta Fundamental Advisers's FWRD Position: Q3 2026 in Review

Alta Fundamental Advisers opened a new position in Forward Air (FWRD) in Q3 2026: 151,122 shares worth $2.3M. The stake represents 1% of the portfolio and ranks #19 among its holdings.

67 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

Alta Fundamental Advisers held 151,122 shares of Forward Air worth $2.3M as of Q3 2026.
Forward Air was a new Alta Fundamental Advisers position in Q3 2026.
Forward Air made up 1% of Alta Fundamental Advisers's portfolio in Q3 2026, its #19 holding.
67 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Alta Fundamental Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.