Empirical Capital Management’s JB Hunt Transport Services JBHT Stock Holding History

Empirical Capital Management’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Buy	15,000 +13,500	+900%	+$3.47M	1.19%	19
2026 Q1	$318K	Buy	+1,500	New	+$320K	0.19%	15
2025 Q2	–	Sell	-30,000	Closed	-$4.44M	–	16
2025 Q1	$4.44M	Sell	30,000 -10,500	-26%	-$1.73M	3.15%	10
2024 Q4	$6.91M	Hold	40,500	–	–	5.21%	8
2024 Q3	$6.98M	Hold	40,500	–	–	4.88%	8
2024 Q2	$6.48M	Hold	40,500	–	–	4.62%	11
2024 Q1	$8.07M	Hold	40,500	–	–	6.55%	9
2023 Q4	$8.09M	Buy	+40,500	New	+$7.5M	7.4%	7
2022 Q3	$8.6M	Buy	55,000 +4,800	+10%	+$838K	8.84%	4
2022 Q2	$7.91M	Buy	+50,200	New	+$8.5M	7.78%	3
2020 Q2	–	Sell	-25,000	Closed	-$2.31M	–	24
2020 Q1	$2.31M	Sell	25,000 -7,251	-22%	-$754K	3.71%	12
2019 Q4	$3.77M	Sell	32,251 -27,500	-46%	-$3.16M	4.48%	11
2019 Q3	$6.61M	Buy	+59,751	New	+$6.15M	9.01%	6
2019 Q1	$6.05M	Hold	59,751	–	–	6.81%	6
2018 Q4	$5.56M	Hold	59,751	–	–	7.5%	5
2018 Q3	$7.11M	Hold	59,751	–	–	6.41%	7
2018 Q2	$7.26M	Buy	+59,751	New	+$7.31M	6.83%	5
2015 Q4	$5.17M	Hold	70,451	–	–	5.67%	8
2015 Q3	$5.03M	Buy	70,451 +2,000	+3%	+$158K	5.27%	7
2015 Q2	$5.62M	Hold	68,451	–	–	5.14%	7
2015 Q1	$5.84M	Sell	68,451 -1,000	-1%	-$83.7K	5.47%	7
2014 Q4	$5.85M	Buy	+69,451	New	+$5.53M	5.78%	7

Other funds holding JBHT

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empirical Capital Management's JBHT Position: Q2 2026 in Review

Empirical Capital Management increased its JB Hunt Transport Services (JBHT) stake by 900% in Q2 2026, buying an estimated $3.47M and bringing the position to 15,000 shares worth $4.34M. The position accounts for 1.19% of the portfolio, ranked #19.

Empirical Capital Management first reported a position in JBHT in Q4 2014 and has held it in 22 quarters since. The position peaked at $8.6M in Q3 2022. 273 funds tracked by Wall St. Rank hold JBHT as of Q2 2026.

Empirical Capital Management held 15,000 shares of JB Hunt Transport Services worth $4.34M as of Q2 2026.
Empirical Capital Management bought 13,500 JB Hunt Transport Services shares in Q2 2026, an estimated $3.47M.
JB Hunt Transport Services made up 1.19% of Empirical Capital Management's portfolio in Q2 2026, its #19 holding.
Empirical Capital Management first reported a position in JB Hunt Transport Services in Q4 2014 and has held it in 22 quarters since.
Empirical Capital Management's JB Hunt Transport Services position peaked at $8.6M in Q3 2022.
273 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2026.

Based on Empirical Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.