Position in XPO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,044,375
-$3,569,351 QoQ
Shares Held
87,897
-20.9% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#111
of 748 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Derivatives in XPO
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$1,525,370
PutShares
33,155
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Trucking
Industrials · as of Jun 30, 2026LPL Financial LLC holds $61,534,661 across 12 Trucking names. XPO ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
115,060 | $24,921,996 | |
| 2 | XPO |
XPO, Inc.
This page
|
87,897 | $18,044,375 | |
| 3 | SAIA |
Saia Inc
|
22,567 | $9,504,317 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
58,681 | $4,569,489 | |
| 5 | SNDR |
Schneider National, Inc.
|
33,313 | $1,216,923 | |
| 6 | TFII |
TFI International Inc.
|
8,417 | $1,208,428 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
4,566 | $655,403 | |
| 8 | HTLD |
Heartland Express Inc
|
21,404 | $325,768 |
All Filings in XPO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,044,375 | 87,897 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,613,726 | 111,096 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,802,508 | 72,125 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,421,681 | 65,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,680,795 | 68,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,117,751 | 56,867 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,737,887 | 74,250 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,076,192 | 47,216 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,555,214 | 42,913 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,808,958 | 39,408 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,879,871 | 32,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,623,403 | 35,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,841,862 | 31,218 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,167,284 | 36,592 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,587,000 | 47,672 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,630,064 | 261,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,369,476 | 256,841 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,048,519 | 28,139 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,525,370 | 19,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $4,419,314 | 57,075 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,373,319 | 67,521 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,559,580 | 46,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,499,551 | 44,603 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,646,982 | 47,374 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,543,021 | 41,850 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,706,143 | 35,031 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $589,973 | 12,102 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||