PICTON MAHONEY ASSET MANAGEMENT

Position in XPO — XPO, Inc.

CIK 1539041 Toronto, A6

Position in XPO

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

Position Value

$26,282,868

+$431,454 QoQ

Shares Held

128,028

-3.6% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#94

of 748 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $75,686,227 across 5 Trucking names. XPO ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc. This page	128,028	$26,282,868
2	TFII	TFI International Inc.	182,513	$26,203,391
3	RXO	RXO, Inc.	451,100	$12,445,849
4	SAIA	Saia Inc	24,880	$10,478,460
5	KNX	Knight-Swift Transportation Holdings Inc.	3,540	$275,659

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,282,868	128,028	-3.6%	Shares	Sole	2026-08-13
2026-03-31	$25,851,414	132,878	-27.6%	Shares	Sole	2026-05-13
2025-12-31	$24,949,406	183,573	+20.9%	Shares	Sole	2026-02-11
2025-09-30	$19,621,246	151,785	+155.2%	Shares	Sole	2025-11-12
2025-06-30	$7,510,971	59,474	+210.0%	Shares	Sole	2025-08-12
2025-03-31	$2,063,922	19,185	-8.5%	Shares	Sole	2025-05-07
2024-12-31	$2,748,904	20,960	-5.8%	Shares	Sole	2025-04-02
2024-09-30	$2,393,172	22,260	-41.5%	Shares	Sole	2024-11-04
2024-06-30	$4,038,476	38,045	-13.3%	Shares	Sole	2024-07-31
2024-03-31	$5,356,506	43,895	-7.9%	Shares	Sole	2024-05-09
2023-12-31	$4,175,853	47,675	-8.8%	Shares	Sole	2024-02-06
2023-09-30	$3,903,971	52,290	+14.7%	Shares	Sole	2023-11-06
2023-06-30	$2,690,695	45,605	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.