Logistics & Transportation

Last updated
Jul 20, 2026
Based on
235 actions
Gurus considered
141
Stocks covered
108

Rail, trucking, shipping, airlines, logistics, and freight networks. This page tracks 235 investor, Congress, and insider actions tied to Logistics & Transportation within Industrial Automation & Defense, connecting the industry classification with the people and institutions currently showing activity. It gives context from 141 gurus across 108 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.

Logistics & Transportation Smart Money Notes

Cathie WoodARK Invest

Sell transactions in Strata Critical Medical, Inc. $SRTA.

Sell

Cathie WoodARK Invest

Sell transactions in Strata Critical Medical, Inc. $SRTA.

Sell

PRIMECAP Management

Trim transactions in United Airlines Holdings Inc $UAL, American Airlines Group, Inc. (AAl) $AAL, Southwest Airlines Co $LUV, CSX Corp $CSX, Union Pacific Corp $UNP, and 2 more.

Trim

PRIMECAP Management

Add transactions in FedEx Corporation $FDX, Norfolk Southern Corp $NSC, J.B. Hunt Transport Services, Inc. $JBHT, and Knight-Swift Transportation Holdings Inc. $KNX.

Add

First Eagle Investments

Add transactions in Expeditors International of Washington Inc $EXPD, C.H. Robinson Worldwide, Inc. $CHRW, FTAI INFRASTRUCTURE INC $FIP, and Strata Critical Medical, Inc. $SRTA.

Add

Tweedy Browne

Add transactions in Heartland Express Inc $HTLD, United Parcel Service Inc $UPS, and Union Pacific Corp $UNP.

Add

Baillie Gifford

Trim transactions in TFI International Inc. $TFII and Joby Aviation, Inc. $JOBY.

Trim
Showing 181-210 of 235