FWRD — FORWARD AIR CORP

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in FORWARD AIR CORP (FWRD). 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
0.05% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,862 +543 +16.4% 0.02% $99K $25.64
2025 Q2 REDUCED 3,319 -11,781 -78.0% 0.02% $81K $24.54
2025 Q1 ADDED 15,100 +14,800 +4933.3% 0.05% $303K $20.09
2024 Q4 ADDED 300 +221 +279.7% 0.00% $10K $32.25
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FWRD price (monthly, adj. close)

Other funds also holding FWRD

As of 2025 Q4 — sorted by position size

LITTLEJOHN & CO LLC 3Y 31.6% CLEARLAKE CAPITAL GROUP, L.P. 3Y 8.95% AlpInvest Partners B.V. 3Y 7Y 4.65% Mill Road Capital Management LLC 3Y 7Y 2.49% Melqart Asset Management (UK) Ltd 3Y 7Y 2.09% Irenic Capital Management LP 3Y 2.07% PSquared Asset Management AG 3Y 7Y 2.05% Rangeley Capital, LLC 1.58% Paralel Advisors LLC 3Y 0.95% Diametric Capital, LP 3Y 7Y 0.79%
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