Rush Enterprises Class B (RUSHB)

• Market cap: $4.3B
• 1 day: 2.78%
• 5 days: -1.07%
• 1 month: 3.03%
• 3 months: 12.76%
• 6 months: 38.07%
• Year to date: 4.55%
• 1 year: 9.58%
• 5 years: 161.10%
• 10 years: 331.04%
• Sector: Consumer Discretionary
• Industry: Auto Dealers & Gasoline Stations

About: Rush Enterprises Inc is a full-service, integrated retailer of commercial vehicles and related services. The company operates in a single segment; Truck Segment includes the operation of a network of commercial vehicle dealerships under the name Rush Truck Centers. It sells commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, and Blue Bird and also provides one-stop service for the needs of commercial vehicle customers, including retail sales of new and used commercial vehicles, aftermarket parts sales, service and repair facilities, financing, leasing and rental, and insurance products. The company's business is concentrated in the United States commercial vehicle markets and related aftermarkets.

Employees: 8,509

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

23% more capital invested

Capital invested by funds: $252M [Q2] → $308M (+$56.9M) [Q3]

8% more funds holding

Funds holding: 89 [Q2] → 96 (+7) [Q3]

0.38% less ownership

Funds ownership: 38.9% [Q2] → 38.51% (-0.38%) [Q3]