Position in XPO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$328,400
+$131,739 QoQ
Shares Held
1,688
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026CWM, LLC holds $8,208,013 across 14 Trucking names. XPO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
52,223 | $3,007,000 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
13,188 | $2,576,935 | |
| 3 | WERN |
Werner Enterprises Inc
|
28,599 | $841,096 | |
| 4 | RXO |
RXO, Inc.
|
23,783 | $347,707 | |
| 5 | XPO |
XPO, Inc.
This page
|
1,688 | $328,400 | |
| 6 | SAIA |
Saia Inc
|
805 | $282,780 | |
| 7 | SNDR |
Schneider National, Inc.
|
8,954 | $236,027 | |
| 8 | ARCB |
Arcbest Corp /De/
|
2,252 | $221,506 |
All Filings in XPO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,400 | 1,688 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $196,661 | 1,447 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $174,255 | 1,348 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $174,532 | 1,382 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $119,844 | 1,114 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $125,117 | 954 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $94,823 | 882 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $95,535 | 900 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $111,901 | 917 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $69,721 | 796 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $47,483 | 636 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $33,925 | 575 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $24,594 | 771 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $17,077 | 513 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,612 | 463 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $26,873 | 558 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $28,028 | 385 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $131,785 | 1,702 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $69,805 | 499 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $61,526 | 499 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $59,480 | 499 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $42,245 | 499 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $38,547 | 499 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $24,326 | 499 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||