XPO fund manager activity
XPO, Inc · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q1 2015 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 2,424,919 | $497,811,622 | 4.84% | Aug 14, 2026 |
| First Eagle Investment Management | Trimmed | 3,281 | $673,557 | 0.00% | Aug 24, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 60,345 | $12,388,225 | 0.03% | Aug 14, 2026 |
| Polen Capital Management | New | 3,396 | $697,165 | 0.01% | Aug 4, 2026 |
| Mason Hawkins - Southeastern Asset Management | No change | 6,336 | $1,300,717 | 0.07% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dan Sundheim - D1 Capital Partners | Trimmed | 1,287,630 | $250,508,417 | 2.23% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 2,935,934 | $571,185,960 | 5.88% | May 15, 2026 |
| First Eagle Investment Management | Trimmed | 3,705 | $720,808 | 0.00% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 64,143 | $12,479,021 | 0.04% | May 15, 2026 |
| Mason Hawkins - Southeastern Asset Management | Trimmed | 6,336 | $1,232,669 | 0.06% | May 15, 2026 |
Older quarters