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Equibles

Orbis Allan Gray Ltd

Position in RXO — RXO, Inc.

CIK 1663865 HamiltoN, D0
Back to RXO Full portfolio

Position in RXO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,004,220,101
+$472,081,722 QoQ
Shares Held
36,397,974
0.0% QoQ
Ownership
22.1%
of shares outstanding
% of Portfolio
3.45%
of 13F equity value
Holder Rank
#1
of 304 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, 2026

Orbis Allan Gray Ltd holds $1,702,784,812 across 2 Trucking names. RXO ranks #1 (59.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RXO
RXO, Inc.
This page 		36,397,974 $1,004,220,101
2 XPO
XPO, Inc.
 3,402,819 $698,564,711

All Filings in RXO

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,004,220,101 36,397,974
2026-03-31 $532,138,379 36,397,974
2025-12-31 $438,326,822 34,677,755
2025-09-30 $500,975,169 32,573,158
2025-06-30 $493,218,472 31,375,221
2025-03-31 $577,440,959 30,232,511
2024-12-31 $721,037,484 30,244,861
2024-09-30 $799,714,440 28,561,230
2024-06-30 $465,097,309 17,785,748
2024-03-31 $373,979,843 17,100,130
2023-12-31 $397,308,804 17,081,204
2023-09-30 $332,916,758 16,873,632
2023-06-30 $362,265,374 15,979,946
2023-03-31 $299,985,621 15,274,217
2022-12-31 $262,795,496 15,278,808