
What smart money is saying about Werner Enterprises, Inc.
1 fund in our archive has pitched Werner Enterprises, Inc. — most recently Riverwater Partners Small Cap Strategy in June 2026.
Werner Enterprises, Inc. is a prominent transportation and logistics company that specializes in the movement of full truckload shipments for a wide range of goods. Operating both domestically across U.S. states and internationally, including Mexico, the company provides crucial shipping services. Its operations are structured into two main divisions: Truckload Transportation Services and Werner Logistics. The Truckload Transportation Services segment manages several specialized fleets. This includes a medium-to-long-haul van fleet, which transports various everyday consumer products and general commodities in dry van trailers. For time-sensitive deliveries, an expedited fleet utilizes driver teams to ensure quick transit. A regional short-haul fleet provides comparable van services for shorter distances, while a temperature-controlled fleet is equipped to handle products requiring specific environmental conditions, such as food, beverages, and other perishables. This segment regularly transports items like retail merchandise and manufactured goods. The Werner Logistics segment offers comprehensive, non-asset-based solutions, encompassing services like truck brokerage, full-service logistics management, and facilitating rail transportation through strategic partnerships with rail and drayage providers. Additionally, it provides specialized residential and commercial delivery services for oversized or heavy items, often utilizing liftgate straight trucks for efficient handling. By the close of 2021, Werner commanded a substantial fleet that included 8,340 trucks (with 8,050 company-operated and 290 managed by independent contractors) and 27,225 company-owned trailers, a mix of dry vans, flatbeds, and temperature-controlled units. The company also operated 55 intermodal drayage trucks. Werner Enterprises, Inc. was established in 1956 and maintains its corporate headquarters in Omaha, Nebraska.
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Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Werner Enterprises, Inc., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 2 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 1 move
- September 2026
“2. The Industrials sector has been the primary positive contributor to performance, as we benefited from strong stock selection, primarily from our positions in Marten Transport, Ltd. (MRTN) and Werner Enterprises, Inc. (WERN).”
Werner Enterprises, Inc. - September 2026
“4. Stock selection within the Industrials sector contributed positively to performance, primarily due to our positions in Marten Transport, Ltd. (MRTN) and Werner Enterprises, Inc. (WERN).”
Werner Enterprises, Inc. - New positionRiverwater Partners Small Cap StrategyJune 2026
“Late in the quarter we initiated Werner Enterprises (WERN), one of the largest truckload carriers.”
Werner Enterprises, Inc. - June 2026
“The Industrials sector was the primary positive contributor to performance, as we benefited from strong stock selection, primarily from our positions in Marten Transport, Ltd. (MRTN) and Werner Enterprises, Inc. (WERN).”
Werner Enterprises, Inc. - HoldsSycamore Small Cap Value EquityJune 2025
“Werner Enterprises, Inc. (Ground Transportation) Regarding tariffs, our conversations with suppliers and customers reflect a muddied outlook. The environment is fast-moving and ever-changing. We think about the impact of tariffs on our business in three categories: CapEx and used equipment gains, exposure to Mexico freight, and the broader impact on retail and consumer demand.”
Werner Enterprises, Inc.
Fund coverage · 1 thesis
Werner Enterprises, Inc. should benefit from industry consolidation, pricing power, and share gains after a liability ruling.
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