SAIA Number of Guru Trades
SAIA Volume of Guru Trades
SAIA Daily Net ETF Flow
Dollars ETFs put into or pulled out of SAIA each day, net of sells, against the share price.
SAIA Daily Net ETF Share Flow
Shares ETFs added or removed each day, net, as a share of SAIA's shares outstanding, against the share price.
Gurus Latest Trades with NAS:SAIA
NAS:SAIA is held by these investors
Top ETF Buyers
What each ETF bought and sold in this stock over the period, from the same daily data as the charts above. Sorted by net amount, so sorting ascending brings the heaviest sellers to the top.
ETF Ownership
Every ETF holding the stock, largest position first. Change covers the gap between each fund's last two reports, so a fund that held still shows none.
Guru Commentaries on NAS:SAIA
Saia, Inc. faced a challenging macroeconomic environment for LTL (less-than-truckload) pricing and experienced some operational hiccups as it expanded into new geographies. The company is well-run, with a maniacal focus on customer service, and the moat around this business is excellent. The investment was exited this quarter, but the manager noted they would certainly revisit the investment as operating rates can inflect higher in a better environment, which would drive strong earnings leverage.
We remain convicted in our ownership of SAIA due to its solid balance sheet and strong network growth plan. We believe the company could be a multi-year compounder, assuming the freight industry returns to normal demand patterns. Despite the lingering 'freight recession' dragging on for almost its third year, we see potential for significant growth as conditions improve.
News about NAS:SAIA
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