Position in XPO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$73,903,576
-$25,939,678 QoQ
Shares Held
359,996
-29.9% QoQ
Ownership
0.307%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 748 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Derivatives in XPO
reported options exposure · as of Jun 30, 2026CallValue
$451,638
CallShares
2,200
PutValue
$472,167
PutShares
2,300
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, 2026UBS Group AG holds $514,324,827 across 15 Trucking names. XPO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
598,939 | $129,730,186 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
1,426,984 | $111,119,242 | |
| 3 | XPO |
XPO, Inc.
This page
|
359,996 | $73,903,576 | |
| 4 | SAIA |
Saia Inc
|
162,665 | $68,507,990 | |
| 5 | ARCB |
Arcbest Corp /Tx/
|
290,297 | $41,669,230 | |
| 6 | WERN |
Werner Enterprises Inc
|
641,093 | $27,958,065 | |
| 7 | RXO |
RXO, Inc.
|
909,106 | $25,082,234 | |
| 8 | SNDR |
Schneider National, Inc.
|
526,043 | $19,216,350 |
All Filings in XPO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,638 | 2,200 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $73,903,576 | 359,996 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $472,167 | 2,300 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $428,010 | 2,200 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $447,465 | 2,300 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $99,843,254 | 513,201 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $36,600,563 | 269,300 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $159,389,538 | 1,172,758 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $7,678,915 | 56,500 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $400,737 | 3,100 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $762,693 | 5,900 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $108,633,465 | 840,361 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $391,499 | 3,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $99,452,869 | 787,496 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $745,111 | 5,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $742,302 | 6,900 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $333,498 | 3,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $98,357,594 | 914,274 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $96,294,788 | 734,234 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,685,315 | 28,100 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $2,612,493 | 24,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $12,258,181 | 114,019 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,702,445 | 44,300 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $24,602,915 | 231,775 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,006,975 | 172,146 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $14,948,675 | 122,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $25,443,255 | 208,500 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $69,774,194 | 796,600 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $35,132,349 | 401,100 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $10,293,663 | 117,521 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $58,025,752 | 777,200 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $26,952,260 | 361,000 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $8,916,195 | 119,424 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $49,713,400 | 842,600 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $23,387,600 | 396,400 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $5,871,562 | 99,518 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,056,800 | 472,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $33,747,010 | 1,057,900 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $5,380,348 | 168,663 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,422,370 | 253,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $23,897,759 | 717,866 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $3,695,190 | 111,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $2,408,535 | 54,100 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $1,932,170 | 43,400 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $10,330,300 | 232,037 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,190,879 | 336,189 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $1,126,945 | 23,400 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $2,605,458 | 54,100 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $27,320,607 | 375,283 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,703,520 | 23,400 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||