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INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in GXO — GXO Logistics, Inc.

CIK 1671754 CHICAGO, IL

Position in GXO

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$5,367,097
-$3,240,174 QoQ
Shares Held
103,512
-36.7% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GXO Over Time

Shares Held

Position Value (USD)

Derivatives in GXO

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$2,592,500
PutShares
50,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Integrated Freight & Logistics

Industrials · as of Mar 31, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $19,059,497 across 3 Integrated Freight & Logistics names. GXO ranks #2 (28.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GXO
GXO Logistics, Inc.
This page
103,512 $5,367,097

All Filings in GXO

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,367,097 103,512
2026-03-31 $2,592,500 50,000
2025-12-31 $8,607,271 163,512
2025-09-30 $11,292,649 213,512
2025-06-30 $12,215,761 250,837
2025-03-31 $2,931,000 75,000
2024-12-31 $1,522,500 35,000
2024-09-30 $2,082,800 40,000
2023-12-31 $3,706,112 60,597
2023-09-30 $3,554,014 60,597
2023-09-30 $1,173,000 20,000
2023-06-30 $3,806,703 60,597
2023-03-31 $3,057,724 60,597
2022-12-31 $2,988,300 70,000
2022-09-30 $8,981,916 256,187
2022-06-30 $8,634,485 199,549