Holdings
Select Transportation Portfolio
As of May 31, 2026, Select Transportation Portfolio reported 36 positions worth US$492M. Largest: Union Pacific Corporation, Uber Technologies, Inc. and Delta Air Lines, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Union Pacific Corporation | 199K | US$52.3M | −28,200 | May 31, 2026 |
| Uber Technologies, Inc. | 739K | US$52M | −135K | May 31, 2026 |
| Delta Air Lines, Inc. | 573K | US$47.3M | +17,000 | May 31, 2026 |
| Fedex Corporation | 94,309 | US$38.8M | +14,400 | May 31, 2026 |
| Old Dominion Freight Line, Inc. | 158K | US$35.5M | +1,300 | May 31, 2026 |
| United Parcel Service, Inc. | 289K | US$30.8M | −92,700 | May 31, 2026 |
| United Airlines Holdings, Inc. | 226K | US$26M | +3,400 | May 31, 2026 |
| Csx Corporation | 536K | US$24.3M | −62,100 | May 31, 2026 |
| Xpo, Inc. | 110K | US$23.6M | no change | May 31, 2026 |
| C.h. Robinson Worldwide, Inc. | 122K | US$21.8M | +20,900 | May 31, 2026 |