LSTR — LANDSTAR SYSTEM INC - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LSTR?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 1 selling last quarter
6
Macro Tailwind
Macro conditions are mixed for this sector
57
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their LSTR position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 57/100 in a Contraction regime).

Supporting evidence
  • +3 tracked investors reported holding LSTR at their latest filing
  • +Macro Health is 57/100 in a Contraction regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • 1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • 13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About LANDSTAR SYSTEM INC - US (LSTR)

LANDSTAR SYSTEM INC - US (LSTR) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $126M. Across recent filings, tracked investors recorded 2 new positions, 1 increased, 0 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LSTR

60
/100
Institutional Accumulation
Added / Increased3
Reduced0
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track LSTR

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

LSTR Ownership Composition

How LANDSTAR SYSTEM INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
99% of tracked value
Institutions
3
tracked investors
Total Reported
$135.3M
combined 13F value
Types2
  • Multi-Strategy / Quant99.4%
  • Macro0.6%
Multi-Strategy / Quant(2)
99.4%
Macro(1)
0.6%

Tracked investors currently reporting LSTR

2 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    607.4K
    Value
    $125.6M
    % Portfolio
    0.05%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    43.1K
    Value
    $8.9M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    3.7K
    Value
    $765K
    % Portfolio
    0.00%

Previously held LSTR

These investors reported LSTR in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management33.6K$6.3MSep 30, 2024
Ray DalioBridgewater Associates1.2K$216.6KJun 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold LSTR?
3 tracked institutional investors disclosed a position in LSTR (LANDSTAR SYSTEM INC - US) in their most recent 13F filing.
Who is the largest institutional holder of LSTR?
Izzy Englander, Millennium Management, holds the largest disclosed position in LSTR, valued at $126M.
Did institutional ownership of LSTR increase or decrease?
Across recent 13F filings, tracked investors recorded 2 new positions, 1 increased, 0 reduced, and 2 fully exited LSTR.
Where does this LSTR ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.