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

Scopia 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 		$2.35M Sell
8,125
-29,714
-79% -$7.63M 2.1% 17
2026
Q1 		$8.02M Sell
37,839
-76,843
-67% -$16.4M 5.5% 9
2025
Q4 		$22.3M Buy
114,682
+8,930
+8% +$1.53M 4.6% 9
2025
Q3 		$14.2M Sell
105,752
-129,573
-55% -$18.6M 1.78% 22
2025
Q2 		$33.8M Buy
235,325
+16,019
+7% +$2.22M 4.13% 10
2025
Q1 		$32M Sell
219,306
-13,649
-6% -$2.25M 4.63% 12
2024
Q4 		$39.8M Buy
232,955
+159,664
+218% +$28.5M 4.21% 10
2024
Q3 		$12.6M Buy
+73,291
New +$12.3M 2.61% 21
2024
Q2 		– Sell
-116,805
Closed -$23.3M – 37
2024
Q1 		$23.3M Buy
116,805
+15,881
+16% +$3.2M 2.55% 17
2023
Q4 		$20.2M Buy
+100,924
New +$18.7M 2.49% 17

Other funds holding JBHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Scopia Capital Management reduced its JB Hunt Transport Services (JBHT) stake by 79% in Q2 2026, selling an estimated $7.63M and leaving 8,125 shares worth $2.35M. The position accounts for 2.1% of the portfolio, ranked #17.

Scopia Capital Management first reported a position in JBHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $39.8M in Q4 2024. 855 funds tracked by Wall St. Rank hold JBHT as of Q2 2026.

  • Scopia Capital Management held 8,125 shares of JB Hunt Transport Services worth $2.35M as of Q2 2026.
  • Scopia Capital Management sold 29,714 JB Hunt Transport Services shares in Q2 2026, an estimated $7.63M.
  • JB Hunt Transport Services made up 2.1% of Scopia Capital Management's portfolio in Q2 2026, its #17 holding.
  • Scopia Capital Management first reported a position in JB Hunt Transport Services in Q4 2023 and has held it in 10 quarters since.
  • Scopia Capital Management's JB Hunt Transport Services position peaked at $39.8M in Q4 2024.
  • 855 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2026.

Based on Scopia Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.