Anomaly Capital Management’s Saia SAIA Stock Holding History

Anomaly Capital Management’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-86,148	Closed	-$28.1M	–	32
2025 Q4	$28.1M	Buy	+86,148	New	+$26M	1.01%	29
2024 Q4	–	Sell	-98,050	Closed	-$42.9M	–	39
2024 Q3	$42.9M	Buy	+98,050	New	+$41.5M	1.53%	22
2024 Q1	–	Sell	-4,476	Closed	-$1.96M	–	38
2023 Q4	$1.96M	Buy	+4,476	New	+$1.81M	0.08%	31
2023 Q1	–	Sell	-182,893	Closed	-$38.3M	–	40
2022 Q4	$38.3M	Sell	182,893 -25,669	-12%	-$5.59M	1.73%	24
2022 Q3	$39.6M	Sell	208,562 -119,528	-36%	-$25.3M	2.13%	15
2022 Q2	$61.7M	Buy	+328,090	New	+$65.9M	3.11%	14
2021 Q2	–	Sell	-193,804	Closed	-$44.7M	–	39
2021 Q1	$44.7M	Buy	193,804 +24,834	+15%	+$5.06M	4.36%	8
2020 Q4	$30.6M	Buy	+168,970	New	+$27.7M	3.71%	9

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Anomaly Capital Management's SAIA Position: Q1 2026 in Review

Anomaly Capital Management sold out of Saia (SAIA) in Q1 2026, closing a stake of 86,148 shares — an estimated $28.1M sold.

Anomaly Capital Management first reported a position in SAIA in Q4 2020 and held it in 8 quarters. The position peaked at $61.7M in Q2 2022. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

Anomaly Capital Management reported no remaining Saia position as of Q1 2026 after selling out during the quarter.
Anomaly Capital Management sold 86,148 Saia shares in Q1 2026, an estimated $28.1M.
Anomaly Capital Management first reported a position in Saia in Q4 2020 and held it in 8 quarters.
Anomaly Capital Management's Saia position peaked at $61.7M in Q2 2022.
453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Anomaly Capital Management's 13F filing for Q1 2026, filed 15 May 2026.