What smart money is saying about Saia
3 funds in our archive have pitched Saia — most recently Polen Global Smid Company Growth in June 2025.
Saia, Inc., through its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 400 and 10,000 pounds; and other value-added services, including non-asset truckload, expedited, and logistics services. As of December 31, 2021, it operated 176 owned and leased facilities; and owned approximately 5,600 tractors and 19,300 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2006. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
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Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Saia — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 2 |
Fund activity · 2 positions · 2 moves
- June 2026
“Nike was eliminated after a management change Quarter Year to Date 1 Year 3 Years 5 Years Since Inception* Tributary Capital Management (Gross of Fees) 10.6% 5.6% - - - 5.6% Tributary Capital Management (Net of Fees) 10.4% 5.2% - - - 5.2% S&P 500 Index 15.2% 10.2% - - - 10.2% PORTFOLIO MANAGERS: MARC SCOTT & BART WYRICK SECOND QUARTER 2026 *Inception: 12/31/2025 and its earnings report suggested that the pace of its recovery was likely to be slower than expected. SAIA was eliminated after the stock significantly outperformed in response to PMI data and signs of an industry turnaround.”
Saia - June 2026
“Royal Bank of Canada was eliminated due to its valuation relative to peers after a period of outperformance. Saia was eliminated after the stock significantly outperformed in response to PMI data and signs of an industry turnaround.”
Saia
Fund coverage · 3 theses
- Polen Global Smid Company GrowthJune 2025
Saia is a leading U.S. trucking company positioned for growth in the consolidating less-than-truckload segment, with attractive earnings potential and a favorable valuation.
Read the full thesis - Polen Global Smid Company GrowthMarch 2025
Saia is a leading U.S. trucking company that aims to consolidate in a complex industry, poised for mid-teens earnings growth despite recent cyclical challenges, purchased at a discount to peers.
Read the full thesis - The London CompanyMarch 2025
Saia, Inc. is a leading less-than-truckload carrier with a strong market position, attractive margins, and positive growth outlook driven by industry consolidation, onshoring, and e-commerce trends.
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