POLEN CAPITAL MANAGEMENT LLC

Position in RXO — RXO, Inc.

CIK 1034524 Boca Raton, FL

Position in RXO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,031,866

New position

Shares Held

37,400

first reported quarter

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#108

of 303 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $3,140,271 across 3 Trucking names. RXO ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVLG	Covenant Logistics Group, Inc.	31,943	$1,411,241
2	RXO	RXO, Inc. This page	37,400	$1,031,866
3	XPO	XPO, Inc.	3,396	$697,164

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,031,866	37,400	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.