AIC
FWRD icon

Anthracite Investment Company’s Forward Air FWRD Stock Holding History

Anthracite Investment Company’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
2025
Q2 		– Sell
-82,015
Closed -$1.65M – 69
2025
Q1 		$1.65M Buy
82,015
+12,000
+17% +$331K 0.92% 38
2024
Q4 		$2.26M Buy
+70,015
New +$2.44M 0.79% 43

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Anthracite Investment Company's FWRD Position: Q2 2025 in Review

Anthracite Investment Company sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 82,015 shares — an estimated $1.65M sold.

Anthracite Investment Company first reported a position in FWRD in Q4 2024 and held it in 2 quarters. The position peaked at $2.26M in Q4 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Anthracite Investment Company reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Anthracite Investment Company sold 82,015 Forward Air shares in Q2 2025, an estimated $1.65M.
  • Anthracite Investment Company first reported a position in Forward Air in Q4 2024 and held it in 2 quarters.
  • Anthracite Investment Company's Forward Air position peaked at $2.26M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Anthracite Investment Company's 13F filing for Q2 2025, filed 31 Jul 2025.