XPO fund manager activity
XPO, Inc · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q1 2015 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dan Sundheim - D1 Capital Partners | Trimmed | 2,035,042 | $276,582,558 | 2.58% | Feb 17, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 3,949,100 | $536,722,181 | 5.08% | Feb 17, 2026 |
| First Eagle Investment Management | Trimmed | 3,711 | $504,362 | 0.00% | Feb 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 77,084 | $10,476,486 | 0.04% | Feb 17, 2026 |
| Mason Hawkins - Southeastern Asset Management | Trimmed | 13,012 | $1,768,461 | 0.08% | Feb 13, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dan Sundheim - D1 Capital Partners | Trimmed | 2,505,738 | $323,916,751 | 3.72% | Nov 14, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Henry Ellenbogen - Durable Capital Partners | Added | 4,331,280 | $559,904,566 | 4.15% | Nov 14, 2025 |
| First Eagle Investment Management | Trimmed | 3,885 | $502,214 | 0.00% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 44,895 | $5,803,577 | 0.03% | Nov 14, 2025 |
| Mason Hawkins - Southeastern Asset Management | No change | 15,980 | $2,065,735 | 0.11% | Nov 14, 2025 |
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