Position in XPO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,026,148,865
-$196,656,673 QoQ
Shares Held
9,869,691
-13.6% QoQ
Ownership
8.43%
of shares outstanding
% of Portfolio
41.92%
of 13F equity value
Holder Rank
#2
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, 2026MFN Partners Management, LP holds $2,801,702,164 across 2 Trucking names. XPO ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
This page
|
9,869,691 | $2,026,148,865 | |
| 2 | RXO |
RXO, Inc.
|
28,109,942 | $775,553,299 |
All Filings in XPO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,148,865 | 9,869,691 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,222,805,538 | 11,425,369 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,552,821,900 | 11,425,369 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,476,957,450 | 11,425,369 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,442,909,851 | 11,425,369 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,229,141,197 | 11,425,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,498,437,144 | 11,425,369 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,228,341,421 | 11,425,369 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,212,802,919 | 11,425,369 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,546,775,279 | 12,675,369 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,110,235,570 | 12,675,369 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $946,343,049 | 12,675,369 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $747,846,771 | 12,675,369 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $404,344,271 | 12,675,369 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $421,963,034 | 12,675,369 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $564,308,218 | 12,675,369 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $535,532,585 | 11,119,850 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $524,186,980 | 7,200,369 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $331,041,604 | 4,275,369 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $284,527,799 | 3,575,369 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $178,411,342 | 1,275,369 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $142,957,257 | 1,159,426 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $138,203,614 | 1,159,426 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $98,157,024 | 1,159,426 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $89,565,602 | 1,159,426 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $107,220,441 | 2,199,391 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||