§ ROAD & RAIL
USD · Road & RailLSTR
LANDSTAR SYSTEM INC
USDSector · Road & RailBeta · 0.80
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
299 increased/new, 165 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 48.4 | P/B | 6.31 |
| EPS (TTM) | 3.31 | Dividend | 1.02% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.4M | 1.6% | −2% |
| BlackRock, Inc. | 3.2M | 0.0% | +3% |
| AQR Capital Management | 1.8M | 0.1% | +86% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | n/a | n/a |
| Boston Partners | 1.4M | 0.2% | −17% |
◇ AC INTELLIGENCE
Top institutional owners for LSTR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER45.2% · 355 holders
QUALITY / COMPOUNDER20.0% · 25 holders
PASSIVE / INDEX17.9% · 9 holders
DEALER / BANK16.1% · 43 holders
DEEP VALUE4.3% · 2 holders
TACTICAL / MACRO2.9% · 4 holders
INCOME / DEFENSIVE2.1% · 31 holders
SYSTEMATIC / QUANT1.5% · 9 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LSTR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LSTR yet.