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Sugar Maple Asset Management’s Forward Air FWRD Stock Holding History

Sugar Maple Asset 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
Q4 		– Sell
-25,900
Closed -$664K – 88
2025
Q3 		$664K Buy
25,900
+2,000
+8% +$57.5K 0.48% 40
2025
Q2 		$587K Sell
23,900
-2,000
-8% -$35.5K 0.46% 38
2025
Q1 		$520K Buy
25,900
+5,000
+24% +$138K 0.41% 36
2024
Q4 		$674K Buy
20,900
+4,100
+24% +$143K 0.51% 30
2024
Q3 		$595K Buy
16,800
+2,100
+14% +$59.6K 0.52% 32
2024
Q2 		$280K Buy
+14,700
New +$304K 0.27% 44

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Sugar Maple Asset Management's FWRD Position: Q4 2025 in Review

Sugar Maple Asset Management sold out of Forward Air (FWRD) in Q4 2025, closing a stake of 25,900 shares — an estimated $664K sold.

Sugar Maple Asset Management first reported a position in FWRD in Q2 2024 and held it in 6 quarters. The position peaked at $674K in Q4 2024. 202 funds tracked by Wall St. Rank hold FWRD as of Q4 2025.

  • Sugar Maple Asset Management reported no remaining Forward Air position as of Q4 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 25,900 Forward Air shares in Q4 2025, an estimated $664K.
  • Sugar Maple Asset Management first reported a position in Forward Air in Q2 2024 and held it in 6 quarters.
  • Sugar Maple Asset Management's Forward Air position peaked at $674K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q4 2025.

Based on Sugar Maple Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.