Position in XPO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$488,194,810
+$63,527,763 QoQ
Shares Held
2,378,074
+8.9% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
of 748 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,556,234,504 across 16 Trucking names. XPO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
5,201,143 | $1,126,567,573 | |
| 2 | XPO |
XPO, Inc.
This page
|
2,378,074 | $488,194,810 | |
| 3 | KNX |
Knight-Swift Transportation Holdings Inc.
|
2,994,062 | $233,147,607 | |
| 4 | SAIA |
Saia Inc
|
518,243 | $218,263,221 | |
| 5 | RXO |
RXO, Inc.
|
4,269,292 | $117,789,765 | |
| 6 | TFII |
TFI International Inc.
|
814,760 | $116,975,092 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
588,150 | $84,423,050 | |
| 8 | WERN |
Werner Enterprises Inc
|
1,605,697 | $70,024,445 |
All Filings in XPO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,194,810 | 2,378,074 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $424,667,047 | 2,182,817 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $287,778,823 | 2,117,422 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $270,795,829 | 2,094,808 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $258,589,382 | 2,047,584 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $227,319,551 | 2,113,028 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $260,204,878 | 1,984,025 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $213,046,330 | 1,981,642 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $211,022,590 | 1,987,966 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $230,780,573 | 1,891,179 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $155,896,098 | 1,779,839 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $128,685,767 | 1,723,624 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $99,595,835 | 1,688,065 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $49,704,155 | 1,558,124 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,723,696 | 1,703,926 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $74,549,690 | 1,674,519 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $72,602,149 | 1,507,518 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $90,828,940 | 1,247,650 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $97,908,544 | 1,264,479 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $103,779,776 | 1,304,094 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $172,374,530 | 1,232,215 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $146,502,873 | 1,188,182 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $126,764,345 | 1,063,459 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $84,889,783 | 1,002,714 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $80,831,259 | 1,046,360 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $50,397,713 | 1,033,798 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||