PICTON MAHONEY ASSET MANAGEMENT

Position in RXO — RXO, Inc.

CIK 1539041 Toronto, A6

Position in RXO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,445,849

+$4,638,009 QoQ

Shares Held

451,100

-15.5% QoQ

Ownership

0.274%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#45

of 304 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $75,686,227 across 5 Trucking names. RXO ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	128,028	$26,282,868
2	TFII	TFI International Inc.	182,513	$26,203,391
3	RXO	RXO, Inc. This page	451,100	$12,445,849
4	SAIA	Saia Inc	24,880	$10,478,460
5	KNX	Knight-Swift Transportation Holdings Inc.	3,540	$275,659

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,445,849	451,100	-15.5%	Shares	Sole	2026-08-13
2026-03-31	$7,807,840	534,052	+83.8%	Shares	Sole	2026-05-13
2025-09-30	$4,469,074	290,577	+5711.5%	Shares	Sole	2025-11-12
2025-06-30	$78,600	5,000	-99.0%	Shares	Sole	2025-08-12
2025-03-31	$9,182,535	480,761	+25.8%	Shares	Sole	2025-05-07
2024-12-31	$9,113,388	382,273	-1.4%	Shares	Sole	2025-04-02
2024-09-30	$10,851,568	387,556	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.