SUMMITRY LLC

Position in GXO — GXO Logistics, Inc.

CIK 1280043 Foster City, CA

Position in GXO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$58,240,408

+$13,815,484 QoQ

Shares Held

1,148,726

+34.1% QoQ

Ownership

1.00%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#20

of 478 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SUMMITRY LLC holds $59,099,798 across 3 Integrated Freight & Logistics names. GXO ranks #1 (98.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GXO	GXO Logistics, Inc. This page	1,148,726	$58,240,408
2	JBHT	Hunt J B Transport Services Inc	1,790	$518,079
3	FDX	Fedex Corp	1,090	$341,311

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,240,408	1,148,726	+34.1%	Shares	Sole	2026-07-21
2026-03-31	$44,424,924	856,797	-4.2%	Shares	Sole	2026-05-22
2025-12-31	$47,091,375	894,593	+0.3%	Shares	Sole	2026-02-09
2025-09-30	$47,183,909	892,114	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$43,408,939	891,354	+2.7%	Shares	Sole	2025-08-08
2025-03-31	$33,906,667	867,622	+31.5%	Shares	Sole	2025-05-13
2024-12-31	$28,704,432	659,872	+2.1%	Shares	Sole	2025-02-12
2024-09-30	$33,654,663	646,335	+269.9%	Shares	Sole	2024-11-07
2024-06-30	$8,823,006	174,713	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.