NASDAQ · Industrials

LANDSTAR SYS INC LSTR

Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally. It operates in two segments, Transportation Logistics and Insurance.

Trucking Freight/Courier Services

Company profile

Business mix

  • It operates in two segments, Transportation Logistics and Insurance.
  • This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, military equipment and general commodities industries.
  • The Insurance segment provides risk and claims management services; and reinsures risks of its independent contractors.
  • The company markets its services through a network of agents, third party capacity providers, and employees.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in integrated freight & logistics?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 60.22 FCF 3.16% Buyback 2.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $44.3M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $34.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +366.2% +217,114 / 59,292
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 166.0% 13F value change +$13.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 65.0% 13F value change +$10.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 30.8% 13F value change +$17.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -18.8% 13F value change -$4.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 59,292 Last 4 periods +217,114 (+366.2%) Total shares 276,406 Value $44.3M

Recent mentions

No public mentions.