Geode Capital Management, Llc reports 2.26% increase in ownership of WA9 / Wabash National Corporation

Wabash National Corporation

DE ˙ DB ˙ US9295661071

6,70 € ↑0,10 (1,52%)

2026-06-04
DEL PRIS

Security	DE:WA9 / Wabash National Corporation
Institution	Geode Capital Management, Llc
Latest Disclosed Ownership	991,375 shares
Latest Disclosed Value	$ 8,547,536

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 991,375 shares of Wabash National Corporation (DE:WA9) valued at $7,237,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 969,487 shares of Wabash National Corporation. This represents a change in shares of 2.26% during the quarter. The current value of the position is $6,642,212 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	WABASH NATIONAL	COM	929566107	991,375	21,888	2.26	8,548	1.91	0.0003
2026-02-09	2025-12-31	13F	WABASH NATIONAL	COM	929566107	969,487	-15,804	-1.60	8,388	-13.77	0.0005
2025-11-12	2025-09-30	13F	WABASH NATIONAL	COM	929566107	985,291	-19,599	-1.95	9,727	-8.96	0.0006
2025-08-08	2025-06-30	13F	WABASH NATIONAL	COM	929566107	1,004,890	-17,733	-1.73	10,684	-5.48	0.0007
2025-05-13	2025-03-31	13F	WABASH NATIONAL	COM	929566107	1,022,623	37,831	3.84	11,303	-33.02	0.0009
2025-02-12	2024-12-31	13F	WABASH NATIONAL	COM	929566107	984,792	-26,416	-2.61	16,874	-13.06	0.0013
2024-11-12	2024-09-30	13F	WABASH NATIONAL	COM	929566107	1,011,208	-11,313	-1.11	19,409	-13.11	0.0016
2024-08-09	2024-06-30	13F	WABASH NATIONAL	COM	929566107	1,022,521	34,465	3.49	22,336	-24.50	0.0020
2024-05-13	2024-03-31	13F	WABASH NATIONAL	COM	929566107	988,056	14,051	1.44	29,587	18.55	0.0027
2024-02-13	2023-12-31	13F	WABASH NATIONAL	COM	929566107	974,005	24,936	2.63	24,957	24.50	0.0026
2023-11-13	2023-09-30	13F	WABASH NATIONAL	COM	929566107	949,069	33,661	3.68	20,047	-14.59	0.0024
2023-08-11	2023-06-30	13F	WABASH NATIONAL	COM	929566107	915,408	28,758	3.24	23,471	7.66	0.0028
2023-05-15	2023-03-31	13F	WABASH NATIONAL	COM	929566107	886,650	23,332	2.70	21,803	114,647.37	0.0028
2023-02-13	2022-12-31	13F	WABASH NATIONAL	COM	929566107	863,318	15,053	1.77	20	-99.86	0.0027
2022-11-14	2022-09-30	13F	WABASH NATIONAL	COM	929566107	848,265	17,134	2.06	13,199	16.95	0.0020
2022-08-12	2022-06-30	13F	WABASH NATIONAL	COM	929566107	831,131	-29,940	-3.48	11,286	-11.68	0.0017
2022-05-13	2022-03-31	13F	WABASH NATIONAL	COM	929566107	861,071	40,629	4.95	12,778	-20.21	0.0016
2022-02-11	2021-12-31	13F	WABASH NATIONAL	COM	929566107	820,442	-45,970	-5.31	16,015	22.18	0.0019
2021-11-12	2021-09-30	13F	WABASH NATIONAL	COM	929566107	866,412	9,242	1.08	13,108	-4.42	0.0018
2021-08-13	2021-06-30	13F	WABASH NATIONAL	COM	929566107	857,170	-19,875	-2.27	13,714	-16.82	0.0019
2021-05-12	2021-03-31	13F	WABASH NATIONAL	COM	929566107	877,045	66,164	8.16	16,488	18.02	0.0025
2021-02-12	2020-12-31	13F	WABASH NATIONAL	COM	929566107	810,881	50,106	6.59	13,971	53.56	0.0023
2020-11-13	2020-09-30	13F	WABASH NATIONAL	COM	929566107	760,775	87	0.01	9,098	12.63	0.0018
2020-08-13	2020-06-30	13F	WABASH NATIONAL	COM	929566107	760,688	-12,498	-1.62	8,078	44.72	0.0017
2020-05-14	2020-03-31	13F	WABASH NATIONAL	COM	929566107	773,186	6,369	0.83	5,582	-50.44	0.0015
2020-02-20	2019-12-31	13F/A-1	WABASH NATIONAL	COM	929566107	766,817	14,982	1.99	11,264	3.26	0.0024
2020-02-13	2019-12-31	13F	WABASH NATIONAL	COM	929566107	766,817	14,982		11,264		1,435.4980
2019-11-12	2019-09-30	13F	WABASH NATIONAL	COM	929566107	751,835	19,631	2.68	10,908	-8.43	0.0025
2019-08-14	2019-06-30	13F	WABASH NATIONAL	COM	929566107	732,204	86,534	13.40	11,912	36.17	0.0029
2019-05-14	2019-03-31	13F	WABASH NATIONAL	COM	929566107	645,670	49,106	8.23	8,748	12.13	0.0023
2019-03-06	2018-12-31	13F/A-1	WABASH NATIONAL	COM	929566107	596,564	14,797	2.54	7,802	-26.43	0.0024
2019-02-13	2018-12-31	13F	WABASH NATIONAL	COM	929566107	596,564	14,797		7,802
2018-11-13	2018-09-30	13F	WABASH NATIONAL	COM	929566107	581,767	56,072	10.67	10,605	8.11	0.0030
2018-08-14	2018-06-30	13F	WABASH NATIONAL	COM	929566107	525,695	-79,209	-13.09	9,809	-22.07	0.0030
2018-05-15	2018-03-31	13F	WABASH NATIONAL	COM	929566107	604,904	-54,397	-8.25	12,587	-12.02	0.0041
2018-02-13	2017-12-31	13F	WABASH NATIONAL	COM	929566107	659,301	-132,794	-16.76	14,306	-20.85	0.0049
2017-11-14	2017-09-30	13F	WABASH NATIONAL	COM	929566107	792,095	-367	-0.05	18,075	3.77	0.0067
2017-08-14	2017-06-30	13F	WABASH NATIONAL	COM	929566107	792,462	-89,524	-10.15	17,418	-4.55	0.0068
2017-06-21	2017-03-31	13F/A-1	WABASH NATL CORP COM	COM	929566107	881,986	-53,141	-5.68	18,248	23.36	0.0075
2017-05-12	2017-03-31	13F	WABASH NATL CORP COM	COM	929566107	881,986			18,248
2017-02-14	2016-12-31	13F	WABASH NATL CORP COM	COM	929566107	935,127	105,383	12.70	14,793	25.22	0.0069
2016-11-10	2016-09-30	13F	WABASH NATL CORP COM	COM	929566107	829,744	27,271	3.40	11,814	15.94	0.0059
2016-08-12	2016-06-30	13F	WABASH NATL CORP COM	COM	929566107	802,473	6,563	0.82	10,190	-3.00	0.0055
2016-05-13	2016-03-31	13F	WABASH NATL CORP COM	COM	929566107	795,910	-16,986	-2.09	10,505	9.25	0.0056
2016-02-12	2015-12-31	13F	WABASH NATL CORP COM	COM	929566107	812,896	80,521	10.99	9,616	24.00	0.0055
2015-11-13	2015-09-30	13F	WABASH NATL CORP COM	COM	929566107	732,375	111,248	17.91	7,755	-0.42	0.0047
2015-08-14	2015-06-30	13F	WABASH NATL CORP COM	COM	929566107	621,127	233,548	60.26	7,788	42.53	0.0044
2015-05-14	2015-03-31	13F	WABASH NATL CORP COM	COM	929566107	387,579	15,309	4.11	5,464	18.76	0.0031
2015-02-12	2014-12-31	13F	WABASH NATL CORP COM	COM	929566107	372,270	1,319	0.36	4,601	-6.88	0.0027
2014-11-14	2014-09-30	13F	WABASH NATL CORP COM	COM	929566107	370,951	2,085	0.57	4,941	-5.99	0.0032
2014-08-13	2014-06-30	13F	WABASH NATL CORP COM	COM	929566107	368,866	3,706	1.01	5,256	4.62	0.0034
2014-05-14	2014-03-31	13F	WABASH NATL CORP COM	COM	929566107	365,160	43,939	13.68	5,024	26.64	0.0034
2014-02-14	2013-12-31	13F	WABASH NATL CORP COM	COM	929566107	321,221	8,457	2.70	3,967	8.77	0.0028
2013-11-14	2013-09-30	13F	WABASH NATL CORP COM	COM	929566107	312,764	9,210	3.03	3,647	18.03	0.0029
2013-08-14	2013-06-30	13F	WABASH NATL CORP COM	COM	929566107	303,554	303,554		3,090		0.0027

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.