LMR Partners’s Forward Air FWRD Stock Holding History

LMR Partners’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 Q1	–	Sell	-150,000	Closed	-$4.84M	–	1460
2024 Q4	$4.84M	Buy	150,000 +143,457	+2,193%	+$5.01M	0.04%	397
2024 Q3	$232K	Buy	+6,543	New	+$186K	﹤0.01%	964

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

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

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

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

LMR Partners's FWRD Position: Q1 2025 in Review

LMR Partners sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 150,000 shares — an estimated $4.84M sold.

LMR Partners first reported a position in FWRD in Q3 2024 and held it in 2 quarters. The position peaked at $4.84M in Q4 2024. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

LMR Partners reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
LMR Partners sold 150,000 Forward Air shares in Q1 2025, an estimated $4.84M.
LMR Partners first reported a position in Forward Air in Q3 2024 and held it in 2 quarters.
LMR Partners's Forward Air position peaked at $4.84M in Q4 2024.
194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on LMR Partners's 13F filing for Q1 2025, filed 15 May 2025.