RUSHA — RUSH ENTERPRISES INC

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in RUSH ENTERPRISES INC (RUSHA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,865 -86 -2.2% 0.01% $207K $53.13
2025 Q2 REDUCED 3,951 -3,833 -49.2% 0.01% $204K $51.00
2025 Q1 REDUCED 7,784 -4,024 -34.1% 0.03% $416K $52.69
2024 Q4 ADDED 11,808 +1,655 +16.3% 0.13% $647K $53.88
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RUSHA price (monthly, adj. close)

Other funds also holding RUSHA

As of 2025 Q4 — sorted by position size

Forager Capital Management, LLC 3Y 5.86% MUHLENKAMP & CO INC 3Y 7Y 5.45% Harspring Capital Management, LLC 3Y 4.5% Global Alpha Capital Management Ltd. 3Y 7Y 3.33% MOTCO 3Y 7Y 1.55% Neo Ivy Capital Management 3Y 7Y 0.98% 12th Street Asset Management Company, LLC 3Y 7Y 0.97% BECK MACK & OLIVER LLC 3Y 7Y 0.96% DENALI ADVISORS LLC 3Y 7Y 0.89% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 0.87%
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