Landstar System Inc (LSTR) — Who's Buying and Selling (13F, Q2 2026)

LSTR ranks #1070 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LSTR is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

546 institutions disclose a position in LSTR, but none treat it as a major bet — even Reinhart Partners, LLC., its most concentrated holder, allocates just 2.7% of its own portfolio to it.

Cliff Asness has added to its LSTR position for two straight quarters, increasing it by $297.1M to reach $439.0M today.

JPMorgan has trimmed its LSTR position for two straight quarters, cutting it by $44.8M while still holding $35.1M.

LSTR is down 2.9% today, but institutions show net buying of $1.3B this quarter — a divergence between today's price move and the underlying institutional flow.

LSTR posted net income of $124.6M over the trailing twelve months, and currently trades at a P/E of 48.9.

• Profitable — net income of $124.6M over the trailing twelve months
• Revenue declined 1.2% year over year
• Net income declined year over year, from $195.9M to $124.6M
• Generated $224.9M in positive operating cash flow
• Current ratio of 1.75x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.06x equity — a highly leveraged balance sheet worth noting