Position in XPO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$698,564,711
+$35,325,863 QoQ
Shares Held
3,402,819
-0.2% QoQ
Ownership
2.91%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#9
of 748 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Orbis Allan Gray Ltd holds $1,702,784,812 across 2 Trucking names. XPO ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RXO |
RXO, Inc.
|
36,397,974 | $1,004,220,101 | |
| 2 | XPO |
XPO, Inc.
This page
|
3,402,819 | $698,564,711 |
All Filings in XPO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,564,711 | 3,402,819 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $663,238,848 | 3,409,092 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $496,423,370 | 3,652,589 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $407,636,009 | 3,153,369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $397,820,066 | 3,150,052 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $290,160,580 | 2,697,161 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $392,320,929 | 2,991,391 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $412,988,806 | 3,841,399 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $441,868,163 | 4,162,677 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $524,404,277 | 4,297,339 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $494,948,491 | 5,650,742 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $450,582,879 | 6,035,131 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $462,522,830 | 7,839,370 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $311,044,618 | 9,750,615 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $332,642,767 | 9,992,273 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $449,548,942 | 10,097,671 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $490,516,804 | 10,185,138 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $742,474,261 | 10,198,820 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $859,787,808 | 11,104,073 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $872,739,176 | 10,966,818 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,566,412,161 | 11,197,458 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,579,248,574 | 12,808,177 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,666,422,747 | 13,980,053 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,369,681,808 | 16,178,615 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,340,399,138 | 17,351,456 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $870,407,739 | 17,854,496 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||