LSTR β€” LANDSTAR SYS INC COM

Ownership history in Advisory Services Network, LLC  Β·  24 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in LANDSTAR SYS INC COM (LSTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.02% (2017 Q4)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2017 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
24

Position Intelligence

Advisory Services Network, LLC Γ— LSTR AI Analytics

πŸ“‰ Advisory Services Network, LLC underperformed the S&P 500 by –53.7% annually on this LSTR position. Timing score: 61% (11/18 decisions correct). Average cost basis: $130.58. Maximum drawdown during holding period: –34.8%.

πŸ“ˆ Position Alpha vs SPY
-53.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 53.7% ann.
6 quarters analyzed

⏱️ Timing Score
61%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 18 add/trim decisions correct

πŸ’° Entry Quality
$130.58
-7.9% vs current ($120.21)

Best entry: $72.38 (2017 Q1)  Β·  Worst: $184.26 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–34.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
53%
buy-side decisions

10 adds Β· 9 trims. Bought during 3 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LSTR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 524 -1,863 -78.0% 0.00% $64K $120.21
2024 Q3 UNCHANGED 2,387 β€” 0% 0.01% $440K $181.22
2024 Q2 ADDED 2,387 +101 +4.4% 0.01% $440K $176.67
2024 Q1 ADDED 2,286 +706 +44.7% 0.01% $441K $184.26
2023 Q4 REDUCED 1,580 -73 -4.4% 0.01% $306K $182.88
2023 Q3 ADDED 1,653 +1,037 +168.3% 0.01% $293K $166.78
2023 Q1 UNCHANGED 616 β€” 0% 0.00% $110K $168.40
2022 Q4 REDUCED 616 -925 -60.0% 0.00% $100K $150.93
2021 Q2 ADDED 1,541 +1,058 +219.0% 0.01% $245K $143.32
2020 Q4 REDUCED 483 -46 -8.7% 0.00% $65K $120.11
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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