Position in RXO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$178,743,084
+$113,651,687 QoQ
Shares Held
6,478,546
+45.5% QoQ
Ownership
3.93%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#7
of 304 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in RXO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Hood River Capital Management LLC holds $786,681,021 across 5 Trucking names. RXO ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
|
1,297,453 | $266,354,126 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
3,058,241 | $238,145,226 | |
| 3 | RXO |
RXO, Inc.
This page
|
6,478,546 | $178,743,084 | |
| 4 | SNDR |
Schneider National, Inc.
|
1,924,667 | $70,308,085 | |
| 5 | TFII |
TFI International Inc.
|
230,762 | $33,130,500 |
All Filings in RXO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,743,084 | 6,478,546 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,091,397 | 4,452,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,197,726 | 1,993,491 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,355,883 | 1,388,549 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,230,811 | 650,815 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,556,979 | 1,966,334 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,540,875 | 2,371,681 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $77,106,064 | 2,753,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,770,469 | 1,635,582 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,189,027 | 1,791,908 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,422,275 | 1,565,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,881,520 | 855,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,093,892 | 1,459,810 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,639,136 | 1,916,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,366,670 | 777,132 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||