Martin Capital Partners, LLC CHRW — C.H. Robinson Worldwide, Inc.

Ownership history in Martin Capital Partners, LLC  ·  25 quarters on record

AI Ownership Summary

Martin Capital Partners, LLC reported C.H. Robinson Worldwide, Inc. (CHRW) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.41% in 2024 Q3. The latest visible filing shows CHRW at 0.26% 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 CHRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Martin Capital Partners, LLC's position in C.H. Robinson Worldwide, 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

CHRW was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q3

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.

CHRW stock page Martin Capital Partners, LLC fund profile Martin Capital Partners, LLC full holdings
How Martin Capital Partners, LLC held CHRW — position size vs. price
% of Fund (quarterly)    CHRW 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 37.4% +3.6% ❌ 4,318 -2,583 -37.4% 0.26% $694K 2026-01-06 $166.52
2025 Q3 REDUCED — — — 6,901 -337 -4.7% 0.35% $914K 2025-10-06 $132.91
2025 Q2 ADDED — — — 7,238 +4,779 +194.3% 0.27% $695K 2025-07-08 $96.80
2025 Q1 ADDED — — — 2,459 +30 +1.2% 0.30% $252K 2025-04-15 $89.55
2024 Q4 REDUCED 67.6% -0.3% ✅ 2,429 -5,075 -67.6% 0.30% $251K 2025-01-27 $105.98
2024 Q3 REDUCED 27.2% -5.7% ✅ 7,504 -2,797 -27.2% 0.41% $828K 2024-10-15 $105.41
2024 Q2 ADDED — — — 10,301 +640 +6.6% 0.37% $908K 2024-07-15 $83.58
2024 Q1 ADDED — — — 9,661 +1,551 +19.1% 0.28% $736K 2024-04-05 $67.88
2023 Q4 REDUCED 6.3% -14.4% ✅ 8,110 -541 -6.3% 0.29% $701K 2024-01-08 $82.85
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CHRW

As of 2026 Q1 — sorted by position size

Somerset Group LLC 3Y 7Y 9.62% WealthTrust Asset Management, LLC 3Y 6.51% Laurus Global Equity Management Inc. 3Y 6.08% Rivermont Capital Management LP 3Y 3.82% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.05% M.D. Sass, LLC 3Y 7Y 2.84% Saratoga Research & Investment Management 3Y 7Y 2.37% Axecap Investments, LLC 2.25% Electron Capital Partners, LLC 3Y 7Y 2.22% Anomaly Capital Management, LP 3Y 2.21%

FAQ About Martin Capital Partners, LLC and CHRW

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

How long has Martin Capital Partners, LLC reported owning CHRW?

Martin Capital Partners, LLC reported CHRW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CHRW position in Martin Capital Partners, LLC's portfolio?

The largest reported portfolio weight for CHRW was 0.41% in 2024 Q3.

What is the latest reported CHRW position on this page?

The most recent filing on this page is 2025 Q4, when Martin Capital Partners, LLC reported 4,318 shares, equal to 0.26% of portfolio, with an estimated market value of $694K.

What does the chart on this CHRW ownership page compare?

The chart compares Martin Capital Partners, LLC's quarterly CHRW 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 Martin Capital Partners, LLC time their CHRW position?

Based on 13F filing dates vs. subsequent CHRW price moves, Martin Capital Partners, LLC correctly timed 16 out of 24 reported position changes (67%). The annualised alpha on CHRW relative to SPY over the holding period was -0.3%.

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