Position in RXO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,260,580
-$9,696,530 QoQ
Shares Held
1,249,014
-43.5% QoQ
Ownership
0.757%
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 82%
Shared 0%
None 18%
Common Shares in RXO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $1,544,392,025 across 14 Trucking names. RXO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
3,331,255 | $650,927,221 | |
| 2 | SAIA |
Saia Inc
|
807,731 | $283,739,741 | |
| 3 | XPO |
XPO, Inc.
|
1,026,370 | $199,680,278 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
3,389,820 | $195,185,830 | |
| 5 | TFII |
TFI International Inc.
|
520,631 | $56,556,142 | |
| 6 | SNDR |
Schneider National, Inc.
|
1,977,417 | $52,124,709 | |
| 7 | ARCB |
Arcbest Corp /De/
|
483,808 | $47,587,352 | |
| 8 | RXO |
RXO, Inc.
This page
|
1,249,014 | $18,260,580 |
All Filings in RXO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,260,580 | 1,249,014 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,957,110 | 2,211,797 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $25,997,872 | 1,690,369 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $27,236,750 | 1,732,618 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $30,040,150 | 1,572,783 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $32,045,675 | 1,344,198 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $40,986,456 | 1,463,802 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $32,598,559 | 1,246,599 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $24,010,392 | 1,097,869 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $28,530,176 | 1,226,577 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,101,284 | 917,450 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $22,237,452 | 980,920 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,028,994 | 968,890 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,838,969 | 862,731 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||