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CVLG Covenant Logistics Group Inc.

Industrials, filed as COVENANT LOGISTICS GROUP INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 2 Owners
  • Max 0.0%
  • $17M
  • 1 new 1 add

In 2026 Q2 Polen Capital Management opened a position in Covenant Logistics Group, and First Eagle Investment Management added.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Add 0.03%
  2. Polen Capital Management New 0.01%

Who owns CVLG

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.03%, was <0.01% Add +44.6% 358,932 $16M History
Polen Capital Management 0.01% New 0.01% 31,943 $1.4M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CVLG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CVLG insider trades
  • None no insider bought on the open market
  • $13.9M sold by 3 insiders outside a trading plan
  • $1.2M sold by 2 insiders under 10b5-1 plans
  1. Joey Ballard EVP, Chief People & Safety Off
    Planned sale
    $161K 4,000 shares at $40.15 23% of stake
    Traded Jun 1 Filed Jun 1
  2. Joey B Hogan Director
    Sale
    $502K 12,800 shares at $39.18 12% of stake
    Traded May 27 Filed May 27
  3. Joey Ballard EVP, Chief People & Safety Off
    Planned sale
    $301K 8,000 shares at $37.68 32% of stake
    Traded May 22–26 Filed May 27
  4. D Michael Kramer Director
    Sale
    $92K 2,650 shares at $34.72 11% of stake
    Traded Apr 29 Filed May 1
  5. Joey B Hogan Director
    Sale
    $511K 14,700 shares at $34.76 12% of stake
    Traded Apr 28 Filed Apr 30
  6. James S Grant III CFO
    Planned sale
    $688K 22,388 shares at $30.75 52% of stake
    Traded Apr 20 Filed Apr 21
  7. David Ray Parker CEO, +1 joint filer
    Sale
    $4.4M 150,400 shares at $29.32 6.8% of stake
    Traded Feb 18–20 Filed Feb 20
  8. David Ray Parker CEO, +1 joint filer
    Sale
    $4M 135,000 shares at $29.44 5.8% of stake
    Traded Feb 12–17 Filed Feb 17
  9. David Ray Parker CEO, +1 joint filer
    Sale
    $4.4M 153,400 shares at $28.96 6.2% of stake
    Traded Feb 9–11 Filed Feb 11

Also filed in the last 12 months, not counted as buying or selling: 16 option exercises, 14 share withholdings for taxes, 8 stock grants, 6 gifts, and 2 sales back to the company.

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
8-K 2.02,9.01
8-K 8.01,9.01
10-Q FORM 10-Q
8-K 5.02
8-K 2.02,9.01
8-K 1.01
SCHEDULE 13G —
8-K 5.02,5.07,8.01,9.01
10-Q FORM 10-Q
8-K 2.02,9.01
DEF 14A FORM DEF 14A
10-K FORM 10-K
SCHEDULE 13D/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.1B $1.13B $1.16B
Net income $55.23M $35.92M $7.24M
Net margin * 5.0% 3.2% 0.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $185.94M $213.85M $232.82M
Total non-current assets * $768.49M $783.72M $812.73M
Total assets $0.954B $0.998B $1.05B
Total current liabilities $170.29M $181.28M $209.98M
Total non-current liabilities * $380.73M $377.95M $431.57M
Total equity $403.42M $438.34M $404M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $84.84M $122.89M $113.65M
Cash from investing -$235.92M -$107.68M -$140.06M
Cash from financing $84.71M $18.11M -$4.26M
Net change in cash -$66.37M $33.32M -$30.67M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.