SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Position in GXO — GXO Logistics, Inc.
CIK 1543170
NEW YORK, NY
Position in GXO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,175,000
+$97,662,500 QoQ
Shares Held
5,250,000
+61.5% QoQ
Ownership
4.58%
of shares outstanding
% of Portfolio
7.83%
of 13F equity value
Holder Rank
#3
of 478 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GXO Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds $266,175,000 across 1 Integrated Freight & Logistics name. GXO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GXO |
GXO Logistics, Inc.
This page
|
5,250,000 | $266,175,000 |
All Filings in GXO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-07-14 | $298,218,083 | 6,003,988 | Shares | Sole | 2026-07-21 | |
| 2026-06-30 | $266,175,000 | 5,250,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $168,512,500 | 3,250,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,080,000 | 3,250,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $171,892,500 | 3,250,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,320,000 | 3,600,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $166,246,202 | 4,253,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,350,000 | 2,100,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,863,000 | 900,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,450,000 | 900,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,214,720 | 97,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||