Shellback Capital, LP

Position in XPO — XPO, Inc.

CIK 1591744 BOSTON, MA

Position in XPO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,432,513

+$14,596,013 QoQ

Shares Held

99,530

+231.8% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#106

of 746 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Shellback Capital, LP holds $62,578,603 across 4 Trucking names. XPO ranks #1 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc. This page	99,530	$20,432,513
2	ODFL	Old Dominion Freight Line, Inc.	85,000	$18,411,000
3	KNX	Knight-Swift Transportation Holdings Inc.	175,000	$13,627,250
4	SAIA	Saia Inc	24,000	$10,107,840

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,432,513	99,530	+231.8%	Shares	Sole	2026-08-14
2026-03-31	$5,836,500	30,000	+20.0%	Shares	Sole	2026-05-15
2024-09-30	$2,687,750	25,000	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.