Rush Enterprises Inc-cl A (RUSHA) Smart Money Holdings (13F, Q2 2026)

RUSHA ranks #1687 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RUSHA is a top-conviction position for Muhlenkamp & Co Inc — at 7.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RUSHA belongs to BlackRock, Inc., but the position matters far more to Muhlenkamp & Co Inc, who has 7.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its RUSHA position for two straight quarters, increasing it by $243.9M to reach $750.5M today.

Wellington Management Group LLP has trimmed its RUSHA position for two straight quarters, cutting it by $43.0M while still holding $146.9M.

RUSHA is down 0.2% today, but institutions show net buying of $578.1M this quarter — a divergence between today's price move and the underlying institutional flow.

RUSHA posted net income of $265.2M over the trailing twelve months.

• Profitable — net income of $265.2M over the trailing twelve months
• Revenue declined 6.3% year over year
• Net income declined year over year, from $286.6M to $265.2M
• Generated $861.8M in positive operating cash flow
• Current ratio of 1.40x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.01x equity — a highly leveraged balance sheet worth noting