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What smart money is saying about Werner Enterprises, Inc.United States flag

WERN · Industrials · Trucking · Market cap $2.33B

1 fund in our archive has pitched Werner Enterprises, Inc. — most recently Riverwater Partners Small Cap Strategy in June 2026.

Company profile

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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2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in Werner Enterprises, Inc. on record in the archive was reported in Q2 2026, across 2 fund letters1 opened or added to the position.

Fund letters reporting a position in Werner Enterprises, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262101

Fund activity · 2 positions · 1 move

  • Late in the quarter we initiated Werner Enterprises (WERN), one of the largest truckload carriers.
    Werner Enterprises, Inc.
  • HoldsNuance Investments Mid Cap Value Strategy
    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.

Fund coverage · 1 thesis

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