Follow-The-Filings

Security · featured owners

GXO Gxo Logistics Incorporated

COMMON STOCK Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 15.3% (Glenn Welling - Engaged C...) · not free-float ownership

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

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Ben Tsai - Spruce House Investment Management 2026 Q2 7.8% Add +61.5% 5,250,000 $266M history
Eric Khrom - Khrom Capital Management 2026 Q2 12.1% Add +43.5% 2,853,117 $145M history
Glenn Welling - Engaged Capital 2026 Q2 15.3% Add +19.8% 984,769 $50M history
First Eagle Investment Management exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01 pp 126,602 $7M history

3 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 -$410M -$1.16B -$196M
Cash from financing -$186M $636M $111M
Net change in cash -$25M $15M $372M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders