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Marathon Partners Equity Management’s Forward Air FWRD Stock Holding History

Marathon Partners Equity Management’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
-7,500
Closed -$242K – 21
2024
Q4 		$242K Buy
+7,500
New +$262K 0.21% 25
2023
Q4 		– Sell
-12,500
Closed -$859K – 22
2023
Q3 		$859K Buy
+12,500
New +$1.1M 1.3% 19

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

Marathon Partners Equity Management's FWRD Position: Q1 2025 in Review

Marathon Partners Equity Management sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 7,500 shares — an estimated $242K sold.

Marathon Partners Equity Management first reported a position in FWRD in Q3 2023 and held it in 2 quarters. The position peaked at $859K in Q3 2023. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Marathon Partners Equity Management reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • Marathon Partners Equity Management sold 7,500 Forward Air shares in Q1 2025, an estimated $242K.
  • Marathon Partners Equity Management first reported a position in Forward Air in Q3 2023 and held it in 2 quarters.
  • Marathon Partners Equity Management's Forward Air position peaked at $859K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

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