What smart money is saying about Landstar System, Inc.
LSTR
No fund has written a full thesis on Landstar System, Inc. in our archive, but 1 fund letter reports a position in it — most recently The London Company Small Cap Strategy in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Landstar System, Inc. on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Landstar System, Inc. (LSTR) – LSTR benefited from improving sentiment that freight conditions are beginning to stabilize following a prolonged downturn. Earnings reflected stronger pricing, disciplined cost management, and the resilience of its asset-light business model. We continue to like LSTR’s flexible operating model, strong cash generation, and ability to benefit as freight markets recover.”
Landstar System, Inc.
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