Covenant Logistics Group, Inc.: which funds bought and sold
Institutions that bought and sold Covenant Logistics Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 94 institutions that filed 13F reports for both quarters added to or opened positions in Covenant Logistics Group, and 64 cut or closed them. Together they added a net 564K shares, +3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 122K shares (−2.4%); index fund managers were net buyers of 129K shares (+3.1%). 27 opened a new position and 13 sold out entirely.
Bought, Q2 2026 94 institutions, 27 of them new holders Sold, Q2 2026 64 institutions, 13 of them sold out
Net change, all compared +564K shares (+3.9%)
Net change, active managers −122K shares (−2.4%), 21 bought, 20 sold
Buyers versus sellers
94 bought 34 64 sold
Active managers and hedge funds 21 bought · 20 sold · −122K
Index fund managers 7 bought · 2 sold · +129K
Other institutions 66 bought · 42 sold · +556K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| First Eagle Investment Management, LLC Active manager | +470K +189.3% | 718K | $31.7M |
| Next Century Growth Investors LLC | +257K +87.2% | 552K | $24.4M |
| American Century Companies Inc Active manager | +178K +26.0% | 860K | $38M |
| Anchor Capital Management Company, LLC | +161K New position | 161K | $7.1M |
| Informed Momentum Co LLC | +103K New position | 103K | $4.6M |
| 4D Advisors, LLC | +90K +66.7% | 225K | $9.9M |
| Castleknight Management LP Hedge fund | +74K +51.4% | 217K | $9.6M |
| Goldman Sachs Group Inc | +66K +70.9% | 160K | $7.1M |
| Ranger Investment Management, L.P. Active manager | +64K +37.0% | 237K | $10.5M |
| Nuveen, LLC | +61K +118.5% | 112K | $4.9M |
| Two Sigma Investments, LP Hedge fund | +57K +52.0% | 167K | $7.4M |
| Blackrock, Inc. Index funds | +54K +2.7% | 2.0M | $89.7M |
| Morgan Stanley | +47K +82.4% | 105K | $4.6M |
| Vanguard Portfolio Management LLC Index funds | +33K +31.1% | 139K | $6.1M |
| Polen Capital Management LLC Active manager | +32K New position | 32K | $1.4M |
| Geode Capital Management, LLC Index funds | +25K +7.0% | 388K | $17.2M |
| HRT Financial LP | +20K +188.9% | 31K | $1.4M |
| Exoduspoint Capital Management, LP Hedge fund | +20K New position | 20K | $871,097 |
| Northern Trust Corp Index funds | +19K +12.1% | 173K | $7.7M |
| Wesbanco Bank Inc | +19K +45.9% | 59K | $2.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| First Eagle Investment Management, LLC Active manager | +470K +189.3% | 718K | $31.7M |
| American Century Companies Inc Active manager | +178K +26.0% | 860K | $38M |
| Castleknight Management LP Hedge fund | +74K +51.4% | 217K | $9.6M |
| Ranger Investment Management, L.P. Active manager | +64K +37.0% | 237K | $10.5M |
| Two Sigma Investments, LP Hedge fund | +57K +52.0% | 167K | $7.4M |
| Polen Capital Management LLC Active manager | +32K New position | 32K | $1.4M |
| Exoduspoint Capital Management, LP Hedge fund | +20K New position | 20K | $871,097 |
| Royce & Associates LP Active manager | +13K +3.7% | 355K | $15.7M |
| Citadel Advisors LLC Hedge fund | +12K +54.4% | 35K | $1.6M |
| Quadrature Capital Ltd Hedge fund | +7,415 New position | 7,415 | $327,595 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| LSV Asset Management Active manager | −456K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −134K −62.7% | 80K | $3.5M |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | −93K −93.8% | 6,162 | $272,237 |
| Hudson Bay Capital Management LP Hedge fund | −86K −80.5% | 21K | $918,591 |
| Franklin Resources Inc Active manager | −71K −38.6% | 114K | $5M |
| Tudor Investment Corp Et Al Hedge fund | −69K −93.2% | 4,986 | $220,281 |
| Russell Investments Group, Ltd. | −67K −17.0% | 329K | $14.6M |
| Jacobs Levy Equity Management, Inc Active manager | −57K −44.5% | 71K | $3.1M |
| Dimensional Fund Advisors LP | −49K −3.6% | 1.3M | $59.2M |
| Algert Global LLC Hedge fund | −34K −12.5% | 240K | $10.6M |
| Charles Schwab Investment Management Inc Index funds | −33K −11.4% | 258K | $11.4M |
| Sei Investments Co | −32K −60.9% | 20K | $894,212 |
| State Board Of Administration Of Florida Retirement System | −31K −81.6% | 7,011 | $309,746 |
| Bridgeway Capital Management, LLC Active manager | −29K −11.0% | 233K | $10.3M |
| Nomura Asset Management International Inc. | −27K Sold out | 0 | — |
| Penn Capital Management Company, LLC Active manager | −25K −54.6% | 21K | $928,354 |
| Victory Capital Management Inc Active manager | −21K −39.3% | 32K | $1.4M |
| Engineers Gate Manager LP Hedge fund | −20K Sold out | 0 | — |
| AQR Capital Management LLC Hedge fund | −16K −23.7% | 52K | $2.3M |
| Dynamic Technology Lab Private Ltd | −16K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| LSV Asset Management Active manager | −456K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −134K −62.7% | 80K | $3.5M |
| Hudson Bay Capital Management LP Hedge fund | −86K −80.5% | 21K | $918,591 |
| Franklin Resources Inc Active manager | −71K −38.6% | 114K | $5M |
| Tudor Investment Corp Et Al Hedge fund | −69K −93.2% | 4,986 | $220,281 |
| Jacobs Levy Equity Management, Inc Active manager | −57K −44.5% | 71K | $3.1M |
| Algert Global LLC Hedge fund | −34K −12.5% | 240K | $10.6M |
| Bridgeway Capital Management, LLC Active manager | −29K −11.0% | 233K | $10.3M |
| Penn Capital Management Company, LLC Active manager | −25K −54.6% | 21K | $928,354 |
| Victory Capital Management Inc Active manager | −21K −39.3% | 32K | $1.4M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Anchor Capital Management Company, LLC | 161K | $7.1M |
| Informed Momentum Co LLC | 103K | $4.6M |
| Polen Capital Management LLCActive manager | 32K | $1.4M |
| Exoduspoint Capital Management, LPHedge fund | 20K | $871,097 |
| Susquehanna Fundamental Investments, LLC | 17K | $742,091 |
| Connor, Clark & Lunn Investment Management Ltd. | 17K | $736,613 |
| Orion Porfolio Solutions, LLC | 11K | $496,044 |
| Jane Street Group, LLC | 8,954 | $395,588 |
| Quadrature Capital LtdHedge fund | 7,415 | $327,595 |
| Acadian Asset Management LLCActive manager | 7,302 | $321,000 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| LSV Asset ManagementActive manager | 456K | $12.4M |
| Nomura Asset Management International Inc. | 27K | $733,000 |
| Engineers Gate Manager LPHedge fund | 20K | $546,584 |
| Dynamic Technology Lab Private Ltd | 16K | $428,156 |
| Susquehanna Portfolio Strategies, LLC | 13K | $361,204 |
| Squarepoint Ops LLCHedge fund | 13K | $356,425 |
| Bailard, Inc. | 13K | $344,995 |
| Daytona Street Capital LLC | 10K | $279,700 |
| SG Americas Securities, LLC | 5,951 | $162,000 |
| Aquatic Capital Management LLC | 3,001 | $81,477 |
Who holds the shares
- Institutions reporting
- 182
- Ten largest holders
- 57.9% of 13F-reported shares
- Index fund managers
- 28.4% of 13F-reported shares
- Active managers and hedge funds
- 33.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 21 | 20 | 9 | 3 | −122K | −2.4% |
| Index fund managers | 7 | 2 | 0 | 0 | +129K | +3.1% |
| Other institutions | 66 | 42 | 18 | 10 | +556K | +10.8% |
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