Brevan Howard Capital Management 13F: Adds $3.2M to CHRW Stake

Brevan Howard Expands Position in C.H. Robinson Worldwide

Brevan Howard Capital Management increased its investment in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) during the period ended May 15, 2026, according to a Form 13F filing with the U.S. Securities and Exchange Commission. The filing reflects holdings as of that date and may not represent the firm's current position today.

Position Details and Share Growth

The fund added 17,129 shares of the logistics provider, growing its holdings by 153.6% compared to the prior period. Brevan Howard ended the quarter with 28,281 shares total. The reported value of the stake reached approximately $5.33 million based on the period's data.

C.H. Robinson Stock Performance

Shares of C.H. Robinson traded around $188.59. The stock moves within a 52-week range between $123.64 and $210.33. It carries a P/E ratio of 29.11 and a forward P/E of 20.38, backed by a market capitalization of roughly $17.86 billion.

Analysts Set New Price Targets

Wall Street firms continue to update their outlooks on the company. On October 16, 2026, BMO Capital maintained a Market Perform rating and lowered its price target to $160.00. On October 7, 2026, Truist Securities kept a Buy rating while moving its target from $215.00 to $200.00. Evercore ISI Group maintained its Outperform rating on October 6, 2026, adjusting its target to $217.00. JP Morgan kept an Overweight rating on October 5, 2026, setting a target of $198.00. Earlier, on September 8, 2026, Citigroup upgraded the stock to a Buy with a target of $185.00. Overall, the stock holds a consensus buy recommendation with a mean target price of $199.40 from 25 analysts.

Inside C.H. Robinson's Logistics Business

Headquartered in Eden Prairie, Minnesota, C.H. Robinson Worldwide operates across the freight transportation and supply chain sector. The company provides truckload brokerage, intermodal transport, ocean and air freight forwarding, and customs brokerage, alongside fresh produce sourcing through its Robinson Fresh business unit. Founded in 1905, the firm manages complex shipping networks for retail, grocery, and industrial customers globally.

What to Watch at C.H. Robinson Worldwide, Inc.

Investors tracking Brevan Howard's portfolio will look to future 13F disclosures to see if the fund maintains its higher conviction in the transport sector. C.H. Robinson's next quarterly financial results are scheduled for release around October 28, 2026. Institutional filings look backward and do not reflect real-time buying or selling activity.