SEC 13F Intelligence

Running Oak Capital LLC / FWRDUSD

Running Oak Capital LLC’s Forward Air Corp Position

Does Running Oak Capital LLC own Forward Air Corp (FWRDUSD)? Not currently — the last reported position was 62.7K shares worth $7M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2023
Shares
62.7K
% of Portfolio
+1.93%
Quarters Held
9
position exited

Position History FWRDUSD

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $5MQ3 ’20Q4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $348,000Q3 ’22: $5MQ3 ’22Q4 ’22: $7MQ1 ’23: $7MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202362.7K$7M+1.93%
Q4 202263.6K$7M+1.96%
Q3 202259.4K$5M+1.85%
Q2 20213.9K$348,000+0.19%
Q1 202167.4K$6M+1.82%
Q4 202081.8K$6M+2.10%
Q3 202086.2K$5M+1.80%
Q2 202092.1K$5M+1.81%
Q1 202082.3K$4M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Running Oak Capital LLC’s full portfolio or all institutional holders of FWRDUSD.