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GXO Gxo Logistics Incorporated

Industrials, filed as GXO LOGISTICS INCORPORATED (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

  • 3 Owners
  • Max 15.3%
  • $461M
  • 3 add 1 exit

In 2026 Q2 Glenn Welling, Eric Khrom, and Ben Tsai added to Gxo Logistics, while First Eagle Investment Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 15.3% (Glenn Welling, Engaged Capital). Not free-float ownership.

  1. Glenn Welling Add 15.3%
  2. Eric Khrom Add 12.1%
  3. Ben Tsai Add 7.8%

Who owns GXO

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Tsai, Spruce House Investment Management 7.8%, was 6.0% Add +61.5% 5,250,000 $266M History
Eric Khrom, Khrom Capital Management 12.1%, was 9.4% Add +43.5% 2,853,117 $145M History
Glenn Welling, Engaged Capital 15.3%, was 14.0% Add +19.8% 984,769 $50M History
First Eagle Investment Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 126,602 $6.6M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by GXO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All GXO insider trades
  • $304K bought by 1 insider
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Todd C Cooper Director
    Buy
    $304K 6,000 shares at $50.59 +149% to stake
    Traded Nov 28, 2025 Filed Dec 1, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 option exercises and 16 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.78B $11.71B $13.18B
Net income $229M $134M $32M
Net margin * 2.3% 1.1% 0.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.57B $2.64B $3.29B
Total non-current assets $6.94B $8.62B $8.97B
Total assets $9.51B $11.27B $12.26B
Total current liabilities $2.63B $3.19B $3.88B
Total non-current liabilities $3.94B $5.04B $5.37B
Total equity $2.91B $3B $2.98B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $558M $549M $434M
Cash from investing -$0.41B -$1.16B -$0.196B
Cash from financing -$186M $636M $111M
Net change in cash -$25M $15M $372M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.