Clearbridge Investments, LLC

Position in XPO — XPO, Inc.

CIK 1348883 NEW YORK, NY

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Position in XPO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$486,743,000

-$52,677,224 QoQ

Shares Held

2,371,002

-14.5% QoQ

Ownership

2.03%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#13

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, 2026

Clearbridge Investments, LLC holds $801,225,555 across 5 Trucking names. XPO ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc. This page	2,371,002	$486,743,000
2	ODFL	Old Dominion Freight Line, Inc.	1,412,841	$306,021,360
3	TFII	TFI International Inc.	55,529	$7,972,298
4	SNDR	Schneider National, Inc.	7,296	$266,522
5	RXO	RXO, Inc.	8,060	$222,375

All Filings in XPO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,743,000	2,371,002	-14.5%	Shares	Sole	2026-08-13
2026-03-31	$539,420,224	2,772,656	-6.7%	Shares	Sole	2026-05-13
2025-12-31	$403,684,095	2,970,231	+9.7%	Shares	Sole	2026-02-11
2025-09-30	$350,101,423	2,708,296	+10.6%	Shares	Sole	2025-11-13
2025-06-30	$309,381,074	2,449,767	-2.3%	Shares	Sole	2025-08-12
2025-03-31	$269,624,096	2,506,266	-5.7%	Shares	Sole	2025-05-13
2024-12-31	$348,512,895	2,657,361	-3.5%	Shares	Sole	2025-02-12
2024-09-30	$295,907,083	2,752,368	+10.6%	Shares	Sole	2024-11-12
2024-06-30	$264,123,491	2,488,210	+11.3%	Shares	Sole	2024-08-27
2024-03-31	$272,699,342	2,234,691	+33.4%	Shares	Sole	2024-05-13
2023-12-31	$146,679,265	1,674,612	+0.0%	Shares	Sole	2024-02-09
2023-09-30	$124,969,491	1,673,848	-7.2%	Shares	Sole	2023-11-13
2023-06-30	$106,406,559	1,803,501	-8.2%	Shares	Sole	2023-08-11
2023-03-31	$62,673,930	1,964,700	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$64,634,266	1,941,552	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$85,964,723	1,930,921	-9.0%	Shares	Sole	2022-11-14
2022-06-30	$102,162,791	2,121,318	-13.0%	Shares	Sole	2022-08-11
2022-03-31	$177,592,290	2,439,454	+15.4%	Shares	Sole	2022-05-13
2021-12-31	$163,680,021	2,113,911	+14.9%	Shares	Sole	2022-02-11
2021-09-30	$146,392,867	1,839,569	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$255,629,631	1,827,362	+1.1%	Shares	Sole	2021-08-13
2021-03-31	$222,776,886	1,806,787	+1.0%	Shares	Sole	2021-05-13
2020-12-31	$213,183,652	1,788,453	+4.7%	Shares	Sole	2021-02-10
2020-09-30	$144,586,608	1,707,850	+3.6%	Shares	Sole	2020-11-12
2020-06-30	$127,404,560	1,649,251	-9.4%	Shares	Defined	2020-08-14
2020-03-31	$88,735,296	1,820,209	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.