Position in XPO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,354,126
+$40,709,200 QoQ
Shares Held
1,297,453
+11.9% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#18
of 748 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Hood River Capital Management LLC holds $786,681,021 across 5 Trucking names. XPO ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
This page
|
1,297,453 | $266,354,126 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
3,058,241 | $238,145,226 | |
| 3 | RXO |
RXO, Inc.
|
6,478,546 | $178,743,084 | |
| 4 | SNDR |
Schneider National, Inc.
|
1,924,667 | $70,308,085 | |
| 5 | TFII |
TFI International Inc.
|
230,762 | $33,130,500 |
All Filings in XPO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,354,126 | 1,297,453 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,644,926 | 1,159,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,153,794 | 1,148,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $145,811,259 | 1,127,959 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,378,746 | 1,008,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $85,503,293 | 794,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $104,728,914 | 798,543 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,795,063 | 770,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $62,012,830 | 584,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,720,382 | 768,011 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,927,721 | 718,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,954,789 | 642,309 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,273,249 | 411,411 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $7,768,698 | 161,310 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,926,709 | 301,191 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,502,537 | 419,767 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,812,022 | 424,881 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $61,366,796 | 438,679 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $33,552,403 | 272,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $25,320,589 | 212,421 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||