JBHT β€” Jb Hunt Transport Services Inc

Ownership history in Ally Financial Inc.  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Ally Financial Inc. reported a position in Jb Hunt Transport Services Inc (JBHT). 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
0.46% (2024 Q3)
πŸ“Š Avg. % of fund
0.42%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

Ally Financial Inc. Γ— JBHT AI Analytics

πŸ“‰ Ally Financial Inc. underperformed the S&P 500 by –39.8% annually on this JBHT position. Average cost basis: $146.34. Maximum drawdown during holding period: –21.3%.

πŸ“ˆ Position Alpha vs SPY
-39.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 39.8% ann.
4 quarters analyzed

πŸ’° Entry Quality
$146.34
-8.7% vs current ($133.55)

Best entry: $146.34 (2025 Q1)  Β·  Worst: $146.34 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–21.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 1 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.4% 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)    JBHT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 24,000 β€” 0% 0.40% $3.2M $133.55
2025 Q2 UNCHANGED 24,000 β€” 0% 0.39% $3.4M $142.49
2025 Q1 ADDED 24,000 +2,000 +9.1% 0.40% $3.6M $146.34
2024 Q4 UNCHANGED 22,000 β€” 0% 0.46% $3.8M $168.36
2024 Q3 UNCHANGED 22,000 β€” 0% 0.46% $3.8M $169.62
2024 Q2 INITIATED 22,000 β€” β€” 0.44% $3.5M β€”

🏒 Other funds also holding JBHT

As of 2025 Q4 β€” sorted by position size

Hexagon Capital Partners LLC 3Y 13.37% PARK PRESIDIO CAPITAL LLC 3Y 7Y 12.0% Legacy Capital Wealth Partners, LLC 3Y 4.98% Horrell Capital Management, Inc. 3Y 7Y 4.82% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 4.6% Eldred Rock Partners, LLC 3.96% Disciplined Investments, LLC 3Y 2.76% GREENWOOD GEARHART INC 3Y 7Y 2.16% Robinson Value Management, Ltd. 3Y 7Y 2.08% Encompass Capital Advisors LLC 3Y 7Y 1.63%
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