FWRD β€” FORWARD AIR CORP

Ownership history in LITTLEJOHN & CO LLC  Β·  7 quarters on record

AI Ownership Summary

LITTLEJOHN & CO LLC reported FORWARD AIR CORP (FWRD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 35.6% in 2025 Q3. The latest visible filing shows FWRD at 31.60% 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.

What this FWRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LITTLEJOHN & CO LLC's position in FORWARD AIR CORP, 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

FWRD was reported at 31.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
35.6% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 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.

How LITTLEJOHN & CO LLC held FWRD β€” position size vs. price
% of Fund (quarterly)    FWRD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,426,359 -326,100 -11.8% 31.60% $60.66B 2026-02-14 (Est.) $26.81
2025 Q3 REDUCED 2,752,459 -169,421 -5.8% 35.60% $70.57B 2025-11-12 $22.37
2025 Q2 ADDED 2,921,880 +107,479 +3.8% 34.07% $71.70B 2025-08-13 $28.99
2025 Q1 ADDED 2,814,401 +1,159,747 +70.1% 29.38% $56.54B 2025-05-13 $18.90
2024 Q4 REDUCED 1,654,654 -11,006 -0.7% 26.91% $53.36B 2025-02-14 $30.63
2024 Q3 REDUCED 1,665,660 -574,049 -25.6% 29.84% $58.96B 2024-11-13 $35.70
2024 Q2 INITIATED 2,239,709 β€” β€” 21.73% $42.64B 2024-08-13 $25.46

FAQ About LITTLEJOHN & CO LLC and FWRD

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

How long has LITTLEJOHN & CO LLC reported owning FWRD?

LITTLEJOHN & CO LLC reported FWRD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported FWRD position in LITTLEJOHN & CO LLC's portfolio?

The largest reported portfolio weight for FWRD was 35.60% in 2025 Q3.

What is the latest reported FWRD position on this page?

The most recent filing on this page is 2025 Q4, when LITTLEJOHN & CO LLC reported 2,426,359 shares, equal to 31.60% of portfolio, with an estimated market value of $60.66B.

What does the chart on this FWRD ownership page compare?

The chart compares LITTLEJOHN & CO LLC's quarterly FWRD 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.

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