Position in XPO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,765,017
+$1,237,441 QoQ
Shares Held
388,548
-3.7% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 748 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Derivatives in XPO
reported options exposure · as of Mar 31, 2026CallValue
$9,727,500
CallShares
50,000
PutValue
$0
PutShares
0
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, 2026WELLS FARGO & COMPANY/MN holds $338,251,789 across 14 Trucking names. XPO ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
539,760 | $116,912,014 | |
| 2 | XPO |
XPO, Inc.
This page
|
388,548 | $79,765,017 | |
| 3 | SAIA |
Saia Inc
|
148,039 | $62,348,104 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
715,740 | $55,734,672 | |
| 5 | SNDR |
Schneider National, Inc.
|
298,433 | $10,901,756 | |
| 6 | RXO |
RXO, Inc.
|
157,193 | $4,336,953 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
25,119 | $3,605,579 | |
| 8 | WERN |
Werner Enterprises Inc
|
56,123 | $2,447,523 |
All Filings in XPO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,765,017 | 388,548 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,727,500 | 50,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $78,527,576 | 403,637 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $59,371,058 | 436,841 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $52,716,562 | 407,802 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $53,462,597 | 423,332 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $56,944,996 | 529,327 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $6,454,800 | 60,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $4,303,200 | 40,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $2,623,000 | 20,000 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $69,839,340 | 532,515 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $56,969,978 | 529,904 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $54,235,535 | 510,933 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $63,343,086 | 519,078 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $46,074,177 | 526,021 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $42,274,581 | 566,228 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,926,548 | 659,772 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $21,340,523 | 668,982 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,410,791 | 703,238 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,240,470 | 566,946 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,763,047 | 659,531 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $57,435,207 | 788,945 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $72,815,897 | 940,410 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,861,197 | 890,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $119,454,288 | 853,916 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $98,726,207 | 800,699 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $90,670,336 | 760,657 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $66,286,674 | 782,975 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $59,468,401 | 769,818 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $30,696,155 | 629,664 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||