XPO Logistics (XPO)

Sector:Services
Super Investor Stats:
Ownership count:3
Ownership rank:299
% of all portfolios:0.075%
Hold Price * :$194.55
History Portfolio Manager Activity Share change % change to portfolio ▼
Q1  2026
≡ Henry Ellenbogen - Durable Capital Partners Reduce 25.66% 1,013,166 2.03
≡ Mason Hawkins - Southeastern Asset Management Reduce 51.31% 6,676 0.06
≡ First Eagle Investment Management Reduce 0.16% 6 0.00
Q4  2025
≡ Henry Ellenbogen - Durable Capital Partners Reduce 8.82% 382,180 0.49
≡ Mason Hawkins - Southeastern Asset Management Reduce 18.57% 2,968 0.02
≡ First Eagle Investment Management Reduce 4.48% 174 0.00
Q3  2025
≡ Henry Ellenbogen - Durable Capital Partners Add 20.48% 736,224 0.71
≡ First Eagle Investment Management Reduce 22.00% 1,096 0.00
Q2  2025
≡ Henry Ellenbogen - Durable Capital Partners Add 79.28% 1,589,759 1.52
≡ First Eagle Investment Management Reduce 36.60% 2,876 0.00
Q1  2025
≡ Henry Ellenbogen - Durable Capital Partners Add 246.40% 1,426,394 1.37
≡ First Eagle Investment Management Reduce 1.26% 100 0.00
Q4  2024
≡ Henry Ellenbogen - Durable Capital Partners Buy 578,903 0.62
≡ First Eagle Investment Management Add 1.27% 100 0.00
Q3  2024
≡ First Eagle Investment Management Add 13.75% 950 0.00
Q2  2024
≡ Mason Hawkins - Southeastern Asset Management Add 22.81% 2,968 0.01
≡ First Eagle Investment Management Reduce 19.69% 1,693 0.00
Q1  2024
≡ First Eagle Investment Management Add 3.61% 300 0.00
Q4  2023
≡ First Eagle Investment Management Reduce 0.85% 71 0.00
Q3  2023
≡ Viking Global Investors Sell 100.00% 1,281,240 0.31
≡ First Eagle Investment Management Add 3.64% 294 0.00
Q2  2023
≡ Viking Global Investors Buy 1,281,240 0.31
≡ First Eagle Investment Management Reduce 2.42% 200 0.00
Q1  2023
≡ First Eagle Investment Management Add 1203.46% 7,642 0.00
Q4  2022
≡ First Eagle Investment Management Add 5.83% 35 0.00
Q3  2022
≡ First Eagle Investment Management Add 130.77% 340 0.00
Q1  2022
≡ First Eagle Investment Management Buy 260 0.00
Q4  2021
≡ Lee Ainslie - Maverick Capital Sell 100.00% 3,430 0.00
Q3  2021
≡ Lee Ainslie - Maverick Capital Reduce 56.53% 4,461 0.00
Q2  2021
≡ Lee Ainslie - Maverick Capital Add 416.09% 6,362 0.01
Q1  2021
≡ Lee Ainslie - Maverick Capital Reduce 38.15% 943 0.00
Q4  2020
≡ Lee Ainslie - Maverick Capital Buy 2,472 0.00
Q3  2020
≡ Lee Ainslie - Maverick Capital Sell 100.00% 11,124 0.02
Q2  2020
≡ Seth Klarman - Baupost Group Sell 100.00% 845,877 0.61
≡ Lee Ainslie - Maverick Capital Reduce 61.31% 17,627 0.03
Q1  2020
≡ Seth Klarman - Baupost Group Buy 845,877 0.61
≡ Lee Ainslie - Maverick Capital Add 4.82% 1,323 0.00
Q4  2019
≡ Lee Ainslie - Maverick Capital Buy 27,428 0.03
Q3  2019
≡ Seth Klarman - Baupost Group Sell 100.00% 1,500,000 0.81
≡ ValueAct Capital Sell 100.00% 1,000,000 0.60
Q2  2019
≡ Seth Klarman - Baupost Group Buy 1,500,000 0.81
≡ ValueAct Capital Buy 1,000,000 0.60
Q4  2018
≡ David Tepper - Appaloosa Management Sell 100.00% 1,349,868 2.75
Q3  2018
≡ David Tepper - Appaloosa Management Reduce 17.94% 295,177 0.60
Q2  2018
≡ David Tepper - Appaloosa Management Reduce 22.88% 488,025 0.57
Q1  2018
≡ David Tepper - Appaloosa Management Reduce 3.21% 70,720 0.08
Q4  2017
≡ David Tepper - Appaloosa Management Add 3326.77% 2,139,479 2.24
Q3  2017
≡ David Tepper - Appaloosa Management Buy 64,311 0.07

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.