SAIA

SAIA

SAIA

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 31, 2025	Artisan Global Discovery	10.8%	6.8%	ARIS, BAB LN, GDDY, GXI, III LN, IOT, IRTC, MIPS SS, RBC, SAIA, SPOT, SRT GR, TTD, WING	discovery, Global Growth, inflection points, underfollowed, valuation	The letter emphasizes uncovering underfollowed global companies with emerging competitive advantages and accelerating fundamentals. Management focuses on identifying inflection points where earnings power is not yet reflected in valuations. The outlook favors patient capital deployed into mispriced global opportunities.	III LN WING RBC GXI GR SAIA ARIS SPOT IRTC BAB LN	View
2025 Q2	Jul 29, 2025	The London Company SMID Cap	-0.8%	-7.3%	AER, AWI, MUSA, NEU, SAIA, WTM	Capital Allocation, earnings, Quality, risk control, valuation	The commentary reiterates a quality-first approach focused on predictable earnings, prudent capital allocation, and downside protection. Management stresses patience through volatility and selective exposure to structurally advantaged businesses. Valuation discipline remains integral to risk management.	AER AWI NEU	View
2025 Q2	Jul 22, 2025	Artisan Partners Small Cap Fund	7.3%	-3.6%	BIRK, BWXT, CWAN, FLEX, FRSH, HALO, IOVA, IRTC, LSCC, MDGL, MTSI, SAIA, STVN, TTAN, WING	cash flow, fundamentals, Quality, small caps, Valuation discipline	The letter highlights a challenging environment where speculative stocks outperformed quality businesses. Management remains committed to owning high-quality small-cap companies with strong cash flows and attractive valuations. The outlook favors long-term compounding as fundamentals reassert leadership.	GWRE STVN SVTA BIRK MDGL WING BWXT CWAN IRTC MTSI FLEX	View
2025 Q2	Jul 20, 2025	The London Company Small-Mid Cap	-0.8%	-7.3%	AER, AWI, MUSA, NEU, SAIA, WTM	Balance Sheets, Compounding, Discipline, fundamentals, Quality	The letter emphasizes investing in high-quality small- and mid-cap businesses with durable competitive advantages and strong balance sheets. Management highlights disciplined underwriting and avoidance of leverage as critical in navigating macro uncertainty. Long-term compounding is prioritized over short-term market timing.	AWI NEU	View
2025 Q1	May 22, 2025	Artemis US Select Fund (Class I Accumulation Shares GBP)	-14.7%	-14.7%	AAPL, AVTR, CTVA, FIX, GOOG, SAIA, VMC, WST	-			View
2025 Q1	Apr 22, 2025	Polen Capital – U.S. SMID Company Growth	-12.7%	-12.7%	ALGN, BAH, CRL, ELF, ETSY, FIX, FOXF, GLOB, GSHD, MANH, MODG, PGNY, ROAD, RVLV, SAIA, TECH, WING, YETI	-			View
2024 Q1	Apr 15, 2024	Artisan Global Discovery	7.6%	13.1%	6415 TT, BAB LN, BJ, BSX, CELH, MIPS SS, MKTX, MONC IM, RDC GR, SAIA, SPGI, SPOT, SWAV, TEAM, TYL, VEEV, VRT	-			View
2025 Q1	Apr 15, 2024	The London Company Small-Mid Cap	-6.6%	-6.6%	AER, BR, CABO, CACC, CHDN, DECK, SAIA, THG, ZBRA	-			View
2025 Q1	Mar 31, 2025	Artisan Global Discovery	-3.7%	-3.7%	0669 HK, ARGX, ARIS, ASND, BAB LN, CCCS, COHR, GWRE, ILMN, IRTC, MTSI, PRCT, PSTG, SAIA, SE, SPOT, TWST, TYL, USFD, VEEV, WAB, WST	-			View
2025 Q3	Oct 20, 2025	Invesco Small Cap Value Fund	10.0%	10.2%	AL, COHR, DAVA, EPAM, GLOB, LITE, MOH, MP, SAIA	energy, financials, industrials, small caps, Value Investing	The fund emphasizes opportunities in financials and industrials as small caps remain undervalued versus large caps. Banks and insurers benefit from stable credit quality and margin expansion, while manufacturers and service firms gain from a resilient U.S. economy. Energy holdings provide diversification and cash flow support amid moderate commodity prices.		View
2025 Q3	Oct 14, 2025	Madison Small Cap Fund	-1.6%	-6.6%	CIEN, CRL, CSL, EXP, GMS, HXL, SAIA, SHAK, SMPL	aerospace, Artificial Intelligence, Construction, industrials, small caps	The fund underperformed amid speculative excess and AI-driven momentum but reaffirms its focus on quality small caps. It highlights opportunities in industrial and aerospace companies like Hexcel and Eagle Materials, citing cyclical recovery potential. The managers reject AI hype as overblown and maintain discipline on valuation and fundamentals.	CRL EXP HXL	View
2025 Q4	Jan 30, 2026	Invesco Small Cap Value Fund	6.8%	17.6%	ACM, ARCB, COHR, CR, CRL, ENTG, EXPE, GL, GMED, HBM.TO, KBR, LITE, MKSI, NRG, PENN, SAIA, WAL, WBS	AI, Biotech, financials, healthcare, Intrinsic Value, small cap, technology, value	The fund employs an intrinsic value approach to stock selection, seeking companies significantly undervalued on an absolute basis. At quarter end, the difference between market prices and intrinsic value estimates was attractive, indicating potential long-term capital appreciation. Small-cap value stocks appear attractive relative to S&P 500 Index stocks. Following outperformance of large-cap stocks over small-cap stocks in recent years, the managers see greater long-term upside to intrinsic value in many small-caps compared to large-caps. The Russell 2000 Value Index P/E multiple has been at a historical discount compared to the S&P 500 Index P/E. The fund benefited from AI-driven growth potential in holdings like Lumentum, which rallied due to investor enthusiasm for its AI applications. ArcBest's operational efficiency and technological advancements using artificial intelligence should position the company well for demand recovery in trucking.	LITE GTLB ARCB GMED CRL	View
2025 Q4	Jan 21, 2026	NCG Large Cap Growth Strategy	1.0%	15.3%	AAPL, AMD, GE, GHI, GOOGL, HOOD, KNSL, MDB, MSFT, NFLX, ORCL, PGR, ROKU, SAIA, SPOT	active management, growth, Outperformance, Quality, small caps, technology	The firm emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They note that quality factors worked against active managers in 2025, with low-quality stocks significantly outperforming high-quality names. Small cap earnings growth turned positive during 2025 and is expected to stay positive and potentially accelerate in 2026. Small caps continue to trade at a relative discount to large caps, presenting an opportunity for this discount to narrow. The firm maintains significant exposure to AI infrastructure and sees an accelerated pace of innovation happening across various industries. Their technology holdings are diversified across AI infrastructure among other areas.		View
2023 Q3	Sep 30, 2023	Artisan Mid Cap Fund	2.4%	6.6%	0KSR LN, A, BNTX, DXCM, GPN, IR, JBL, LSCC, NVST, SAIA, SWAV, TDY, TEAM, WING, ZS	-			View
2024 Q2	Jul 20, 2024	Artisan Global Discovery	7.6%	13.1%	4684 JP, BSY, ESTC, LM0F GR, LSCC, MRO LN, MTSI, NTBL, ONTO, SAIA, TWST, TYL	-			View
2025 Q1	Mar 31, 2025	Artisan Mid Cap Fund	-7.4%	-7.4%	ASC SJ, AZO, BBY, BFAM, BKR, CCCS, DASH, DDOG, DECK, MRVL, PLTR, SAIA, SNOW, SPOT, VKTX, WST	-			View
2022 Q4	Jan 20, 2023	Artisan Global Discovery	7.6%	13.1%	0ABI LN, 0I4Q LN, CNHI, CTLT, GMAB, GXI GR, IR, LSCC, MPWR, PUMA, RYTM, SAIA, SIVB, TEAM, ZS	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 3, 2025	Fund Letters	Jason L. White	Saia, Inc.	Industrials	Road & Rail	Bear	NASDAQ	Capacity, Cycle, Freight, Margins, Pricing, tariffs, Transportation, Volumes	View Pitch
Dec 3, 2025	Fund Letters	James A.Colgan	Saia, Inc.	Industrials	Trucking	Bull	NASDAQ	Freight, Logistics, Margins, network, Transportation, Trucking	View Pitch
Aug 13, 2025	Seeking Alpha	Robert F. Abbott	Saia, Inc.	Industrials	Trucking	Bull	NASDAQ	—	View Pitch
Aug 8, 2025	Seeking Alpha	ABI Invest	Saia, Inc.	Industrials	Trucking	Neutral	NASDAQ	—	View Pitch

BSD Shareholders of SAIA

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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