Cartenna Capital’s Saia SAIA Stock Holding History

Cartenna Capital’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
2025 Q4	–	Sell	-315,000	Closed	-$94.3M	–	68
2025 Q3	$94.3M	Buy	+315,000	New	+$95M	2.67%	9
2024 Q3	–	Sell	-57,500	Closed	-$27.3M	–	65
2024 Q2	$27.3M	Buy	57,500 +18,287	+47%	+$8.52M	1.04%	32
2024 Q1	$22.9M	Buy	+39,213	New	+$20.5M	1.25%	25
2023 Q2	–	Sell	-27,500	Closed	-$7.48M	–	47
2023 Q1	$7.48M	Sell	27,500 -2,500	-8%	-$667K	0.91%	28
2022 Q4	$6.29M	Sell	30,000 -15,000	-33%	-$3.27M	1.08%	27
2022 Q3	$8.55M	Buy	+45,000	New	+$9.54M	2.05%	20
2022 Q2	–	Sell	-11,300	Closed	-$2.75M	–	46
2022 Q1	$2.75M	Buy	+11,300	New	+$3.13M	0.95%	29
2021 Q4	–	Sell	-45,000	Closed	-$10.7M	–	43
2021 Q3	$10.7M	Buy	+45,000	New	+$10.4M	3.96%	12
2021 Q2	–	Sell	-9,000	Closed	-$2.08M	–	48
2021 Q1	$2.08M	Buy	+9,000	New	+$1.83M	0.95%	31

Other funds holding SAIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Cartenna Capital's SAIA Position: Q4 2025 in Review

Cartenna Capital sold out of Saia (SAIA) in Q4 2025, closing a stake of 315,000 shares — an estimated $94.3M sold.

Cartenna Capital first reported a position in SAIA in Q1 2021 and held it in 9 quarters. The position peaked at $94.3M in Q3 2025. 429 funds tracked by Wall St. Rank hold SAIA as of Q4 2025.

Cartenna Capital reported no remaining Saia position as of Q4 2025 after selling out during the quarter.
Cartenna Capital sold 315,000 Saia shares in Q4 2025, an estimated $94.3M.
Cartenna Capital first reported a position in Saia in Q1 2021 and held it in 9 quarters.
Cartenna Capital's Saia position peaked at $94.3M in Q3 2025.
429 funds tracked by Wall St. Rank held Saia as of Q4 2025.

Based on Cartenna Capital's 13F filing for Q4 2025, filed 17 Feb 2026.