Orbis Allan Gray Ltd

Position in RXO — RXO, Inc.

CIK 1663865 HamiltoN, D0

Position in RXO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$532,138,379

+$93,811,557 QoQ

Shares Held

36,397,974

+5.0% QoQ

Ownership

22.1%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Orbis Allan Gray Ltd holds $1,195,377,227 across 2 Trucking names. RXO ranks #2 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XPO	XPO, Inc.	3,409,092	$663,238,848
2	RXO	RXO, Inc. This page	36,397,974	$532,138,379

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$532,138,379	36,397,974	+5.0%	Shares	Defined	2026-05-15
2025-12-31	$438,326,822	34,677,755	+6.5%	Shares	Defined	2026-02-17
2025-09-30	$500,975,169	32,573,158	+3.8%	Shares	Defined	2025-11-14
2025-06-30	$493,218,472	31,375,221	+3.8%	Shares	Defined	2025-08-14
2025-03-31	$577,440,959	30,232,511	-0.0%	Shares	Defined	2025-05-15
2024-12-31	$721,037,484	30,244,861	+5.9%	Shares	Defined	2025-02-14
2024-09-30	$799,714,440	28,561,230	+60.6%	Shares	Defined	2024-11-14
2024-06-30	$465,097,309	17,785,748	+4.0%	Shares	Defined	2024-08-14
2024-03-31	$373,979,843	17,100,130	+0.1%	Shares	Defined	2024-05-15
2023-12-31	$397,308,804	17,081,204	+1.2%	Shares	Defined	2024-02-14
2023-09-30	$332,916,758	16,873,632	+5.6%	Shares	Defined	2023-11-14
2023-06-30	$362,265,374	15,979,946	+4.6%	Shares	Defined	2023-08-14
2023-03-31	$299,985,621	15,274,217	-0.0%	Shares	Defined	2023-05-15
2022-12-31	$262,795,496	15,278,808	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.