YCM
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Yousif Capital Management’s Forward Air FWRD Stock Holding History

Yousif Capital 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
-7,438
Closed -$240K – 1905
2024
Q4 		$240K Buy
7,438
+35
+0.5% +$1.22K ﹤0.01% 1768
2024
Q3 		$262K Sell
7,403
-5,066
-41% -$144K ﹤0.01% 1777
2024
Q2 		$237K Sell
12,469
-1,230
-9% -$25.4K ﹤0.01% 1781
2024
Q1 		$426K Buy
13,699
+950
+7% +$39.7K ﹤0.01% 1586
2023
Q4 		$802K Sell
12,749
-615
-5% -$41.4K 0.01% 1326
2023
Q3 		$919K Sell
13,364
-969
-7% -$85.3K 0.01% 1184
2023
Q2 		$1.52M Sell
14,333
-1,203
-8% -$123K 0.02% 931
2023
Q1 		$1.67M Sell
15,536
-1,970
-11% -$207K 0.02% 865
2022
Q4 		$1.84M Sell
17,506
-4,110
-19% -$431K 0.02% 823
2022
Q3 		$1.95M Sell
21,616
-378
-2% -$37.1K 0.03% 758
2022
Q2 		$2.02M Sell
21,994
-2,605
-11% -$241K 0.03% 813
2022
Q1 		$2.4M Sell
24,599
-240
-1% -$25.3K 0.03% 807
2021
Q4 		$3.01M Buy
+24,839
New +$2.54M 0.03% 679

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

Yousif Capital Management's FWRD Position: Q1 2025 in Review

Yousif Capital Management sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 7,438 shares — an estimated $240K sold.

Yousif Capital Management first reported a position in FWRD in Q4 2021 and held it in 13 quarters. The position peaked at $3.01M in Q4 2021. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Yousif Capital Management reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • Yousif Capital Management sold 7,438 Forward Air shares in Q1 2025, an estimated $240K.
  • Yousif Capital Management first reported a position in Forward Air in Q4 2021 and held it in 13 quarters.
  • Yousif Capital Management's Forward Air position peaked at $3.01M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on Yousif Capital Management's 13F filing for Q1 2025, filed 14 Apr 2025.