What smart money is saying about C.H. Robinson Worldwide
1 fund in our archive has pitched C.H. Robinson Worldwide — most recently Artisan Partners U.S. Mid‑Cap Growth Strategy in June 2026.
C.H. Robinson Worldwide, Inc. serves as a global provider of diverse freight transportation and logistics solutions, assisting companies across numerous industries. The organization's business operations are segmented into two key areas: North American Surface Transportation and Global Forwarding. Its comprehensive range of services spans various shipping modalities. This includes brokerage for both full truckload (FTL) and less-than-truckload (LTL) freight, managing everything from single-pallet shipments to full container loads. C.H. Robinson also coordinates intermodal transport, which involves moving goods in containers or trailers through a combination of truck and rail networks, in addition to acting as a non-vessel operating common carrier (NVOCC) for ocean freight and arranging air cargo shipments. The company consistently provides end-to-end door-to-door delivery services. Beyond direct transportation, C.H. Robinson offers specialized logistics services like customs brokerage, managed transportation solutions (TMS), warehousing, and handling small parcel deliveries. These services are supported by an extensive network of approximately 85,000 contracted transportation partners, encompassing motor carriers, railroads, and both air and ocean carriers. Furthermore, C.H. Robinson operates a substantial fresh produce division under the "Robinson Fresh" brand. This unit focuses on the sourcing, sale, and marketing of fresh fruits, vegetables, and other perishable items. These products reach a wide customer base, including grocery retailers, restaurants, produce wholesalers, and foodservice distributors, leveraging a network of independent growers and suppliers. Founded in 1905, C.H. Robinson Worldwide, Inc. maintains its corporate headquarters in Eden Prairie, Minnesota.
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Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in C.H. Robinson Worldwide — 3 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 3 | 3 | 0 | 1 |
Fund activity · 4 positions · 4 moves
- September 2026
“C.H. Robinson (CHRW) is one of the largest third-party logistics providers in North America. We exited our position following an adverse advisory verdict from a Texas jury in a negligent hiring case that resulted in the death of three people.”
C.H. Robinson Worldwide - New positionArtisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
“C.H. Robinson Worldwide is one of the largest third-party logistics providers in North America, providing multimodal transportation services and logistics solutions. We initiated a position as the company appears to be in the early stages of a profit cycle driven by improving freight market conditions, ongoing productivity gains and continued execution of its multiyear lean operational transformation.”
C.H. Robinson Worldwide - New positionArtisan Partners Global Discovery FundJune 2026
“C.H. Robinson Worldwide is one of the largest third-party logistics providers in North America, providing multimodal transportation services and logistics solutions. We initiated a position as the company appears to be in the early stages of a profit cycle driven by improving freight market conditions, ongoing productivity gains and continued execution of its multiyear lean operational transformation.”
C.H. Robinson Worldwide - June 2026
“CH Robinson Worldwide (CHRW) is a third-party logistics services provider.”
C.H. Robinson Worldwide
Also mentioned · 1
These funds discuss C.H. Robinson Worldwide — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedAzagalaMarch 2025
“LoadPay not only allows carriers to collect their invoices immediately 24/7, regardless of whether it's a holiday, but also allows Triumph, a bank, to deposit the freight invoice money into the customer's TBK Bank account via digital wallets.”
C.H. Robinson Worldwide
Fund coverage · 1 thesis
C.H. Robinson Worldwide is a large logistics provider with early profit-cycle upside from freight recovery, productivity gains and AI tools.
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