XPO — XPO LOGISTICS INC

Ownership history in Orbis Allan Gray Ltd  ·  40 quarters on record

This page tracks every 13F SEC filing in which Orbis Allan Gray Ltd reported a position in XPO LOGISTICS INC (XPO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.07% (2020 Q4)
Avg. % of fund
6.32%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,652,589 +499,220 +15.8% 2.08% $496.4M $135.91
2025 Q3 ADDED 3,153,369 +3,317 +0.1% 1.75% $407.6M $129.27
2025 Q2 ADDED 3,150,052 +452,891 +16.8% 1.93% $397.8M $126.29
2025 Q1 REDUCED 2,697,161 -294,230 -9.8% 1.66% $290.2M $107.58
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XPO price (monthly, adj. close)

Other funds also holding XPO

As of 2025 Q4 — sorted by position size

MFN Partners Management, LP 3Y 7Y 32.99% Cercano Management LLC 3Y 10.01% One Madison Group LLC 5.71% Lagoda Investment Management, L.P. 3Y 7Y 5.4% Greenstone Partners & Co., LLC 3Y 5.12% Durable Capital Partners LP 3Y 5.08% Forest Avenue Capital Management LP 3Y 4.18% FISHMAN JAY A LTD/MI 3Y 7Y 3.33% Empirical Capital Management, LLC 3Y 7Y 3.31% D1 Capital Partners L.P. 3Y 7Y 2.58%
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