Polymer Capital Management (US) LLC

Position in XPO — XPO, Inc.

CIK 1973324 NEW YORK, NY

Position in XPO

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

Position Value

$361,515

-$371,187 QoQ

Shares Held

1,761

-68.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#499

of 748 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $2,487,730 across 5 Trucking names. XPO ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNX	Knight-Swift Transportation Holdings Inc.	11,651	$907,263
2	SNDR	Schneider National, Inc.	17,482	$638,617
3	ODFL	Old Dominion Freight Line, Inc.	1,679	$363,671
4	XPO	XPO, Inc. This page	1,761	$361,515
5	RXO	RXO, Inc.	7,853	$216,664

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,515	1,761	-68.9%	Shares	Sole	2026-08-14
2025-09-30	$732,702	5,668	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.