Position in RXO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$347,707
+$289,045 QoQ
Shares Held
23,783
+412.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RXO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026CWM, LLC holds $8,208,013 across 14 Trucking names. RXO ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
52,223 | $3,007,000 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
13,188 | $2,576,935 | |
| 3 | WERN |
Werner Enterprises Inc
|
28,599 | $841,096 | |
| 4 | RXO |
RXO, Inc.
This page
|
23,783 | $347,707 | |
| 5 | XPO |
XPO, Inc.
|
1,688 | $328,400 | |
| 6 | SAIA |
Saia Inc
|
805 | $282,780 | |
| 7 | SNDR |
Schneider National, Inc.
|
8,954 | $236,027 | |
| 8 | ARCB |
Arcbest Corp /De/
|
2,252 | $221,506 |
All Filings in RXO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,707 | 23,783 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $58,662 | 4,641 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $65,072 | 4,231 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $27,525 | 1,751 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,831 | 1,876 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,374 | 561 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,140 | 505 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $11,662 | 446 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,769 | 401 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $11,071 | 476 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,167 | 566 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,624 | 601 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $16,222 | 826 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,651 | 503 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||