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Castleview Partners’s Landstar System LSTR Stock Holding History

Castleview Partners’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$224K Buy
1,327
+116
+10% +$21.5K 0.1% 196
2026
Q2 		$250K Sell
1,211
-359
-23% -$68.6K 0.11% 186
2026
Q1 		$252K Buy
+1,570
New +$241K 0.13% 169

Other funds holding LSTR

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Castleview Partners's LSTR Position: Q3 2026 in Review

Castleview Partners increased its Landstar System (LSTR) stake by 9.6% in Q3 2026, buying an estimated $21.5K and bringing the position to 1,327 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #196.

Castleview Partners first reported a position in LSTR in Q1 2026 and has held it in 3 quarters since. The position peaked at $252K in Q1 2026. 55 funds tracked by Wall St. Rank hold LSTR as of Q3 2026.

  • Castleview Partners held 1,327 shares of Landstar System worth $224K as of Q3 2026.
  • Castleview Partners bought 116 Landstar System shares in Q3 2026, an estimated $21.5K.
  • Landstar System made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #196 holding.
  • Castleview Partners first reported a position in Landstar System in Q1 2026 and has held it in 3 quarters since.
  • Castleview Partners's Landstar System position peaked at $252K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Landstar System as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.