LongFDXFSep 2026
FedEx Freight
ClearBridge believes FedEx Freight is positioned to benefit from an emerging upcycle in the less-than-truckload transportation market. Following its separation from FedEx in…
FDXF
Which hedge funds are long FDXF?
2 published ideas on FedEx Freight across 2 funds — 2 long and 0 short.
FedEx Freight hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on FedEx Freight: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongFDXFJun 2026
FedEx Freight Holding Company, Inc.
FedEx Freight became a standalone holding following its spin-off from FedEx. Ariel believes its scale, network density and competitive position can support better pricing…