Position in RXO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$117,789,765
+$59,498,612 QoQ
Shares Held
4,269,292
+7.1% QoQ
Ownership
2.59%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 303 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RXO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,556,234,504 across 16 Trucking names. RXO ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
5,201,143 | $1,126,567,573 | |
| 2 | XPO |
XPO, Inc.
|
2,378,074 | $488,194,810 | |
| 3 | KNX |
Knight-Swift Transportation Holdings Inc.
|
2,994,062 | $233,147,607 | |
| 4 | SAIA |
Saia Inc
|
518,243 | $218,263,221 | |
| 5 | RXO |
RXO, Inc.
This page
|
4,269,292 | $117,789,765 | |
| 6 | TFII |
TFI International Inc.
|
814,760 | $116,975,092 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
588,150 | $84,423,050 | |
| 8 | WERN |
Werner Enterprises Inc
|
1,605,697 | $70,024,445 |
All Filings in RXO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,789,765 | 4,269,292 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,291,153 | 3,987,083 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,998,807 | 3,876,488 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $59,341,853 | 3,858,378 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $56,772,433 | 3,611,478 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $66,305,248 | 3,471,479 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $80,167,267 | 3,362,721 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $85,546,412 | 3,055,229 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $68,336,095 | 2,613,235 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $55,328,191 | 2,529,867 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $56,981,836 | 2,449,778 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $46,078,073 | 2,335,432 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $50,810,157 | 2,241,295 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $31,545,493 | 1,606,186 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $25,891,624 | 1,505,327 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||