Disciplined Investments, LLC JBHT — HUNT J B TRANS SVCS INC

Ownership history in Disciplined Investments, LLC  ·  21 quarters on record

AI Ownership Summary

Disciplined Investments, LLC reported HUNT J B TRANS SVCS INC (JBHT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.35% in 2023 Q4. The latest visible filing shows JBHT at 2.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Disciplined Investments, LLC's position in HUNT J B TRANS SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JBHT was reported at 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.35% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JBHT stock page Disciplined Investments, LLC fund profile Disciplined Investments, LLC full holdings
How Disciplined Investments, LLC held JBHT — position size vs. price
% of Fund (quarterly)    JBHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 36,901 -1,477 -3.8% 2.76% $7.2M 2026-02-14 (Est.) $221.76
2025 Q3 ADDED — — — 38,378 +101 +0.3% 2.05% $5.1M 2025-11-03 $168.97
2025 Q2 ADDED — — — 38,277 +90 +0.2% 2.33% $5.5M 2025-07-29 $145.65
2025 Q1 ADDED — — — 38,187 +45 +0.1% 2.59% $5.6M 2025-04-11 $131.43
2024 Q4 ADDED — — — 38,142 +3,136 +9.0% 3.21% $6.5M 2025-02-06 $166.75
2024 Q3 ADDED — — — 35,006 +3,553 +11.3% 2.98% $6.0M 2024-11-04 $179.13
2024 Q2 ADDED — — — 31,453 +2,386 +8.2% 2.68% $5.0M 2024-08-12 $160.21
2024 Q1 ADDED — — — 29,067 +412 +1.4% 3.16% $5.8M 2024-04-15 $181.26
2023 Q4 ADDED — — — 28,655 +476 +1.7% 3.35% $5.7M 2024-01-12 $187.72
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JBHT

As of 2026 Q1 — sorted by position size

Horrell Capital Management, Inc. 3Y 7Y 5.3% Eldred Rock Partners, LLC 4.3% Artemis Investment Management LLP 3Y 7Y 1.37% NIXON PEABODY TRUST CO 3Y 7Y 0.99% ADAMS DIVERSIFIED EQUITY FUND, INC. 3Y 7Y 0.8% Stephens Investment Management Group LLC 3Y 7Y 0.62% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.62% NEW WAVE WEALTH ADVISORS LLC 0.57% PATTON FUND MANAGEMENT, INC. 3Y 0.47% Fairvoy Private Wealth, LLC 0.44%

FAQ About Disciplined Investments, LLC and JBHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Disciplined Investments, LLC reported owning JBHT?

Disciplined Investments, LLC reported JBHT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JBHT position in Disciplined Investments, LLC's portfolio?

The largest reported portfolio weight for JBHT was 3.35% in 2023 Q4.

What is the latest reported JBHT position on this page?

The most recent filing on this page is 2025 Q4, when Disciplined Investments, LLC reported 36,901 shares, equal to 2.76% of portfolio, with an estimated market value of $7.2M.

What does the chart on this JBHT ownership page compare?

The chart compares Disciplined Investments, LLC's quarterly JBHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Disciplined Investments, LLC time their JBHT position?

Based on 13F filing dates vs. subsequent JBHT price moves, Disciplined Investments, LLC correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on JBHT relative to SPY over the holding period was -6.0%.

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