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RXO

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

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 0.1%
  • $2.2M
  • 1 new

In 2026 Q2 Polen Capital Management opened a position in RXO.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Mason Hawkins, Southeastern Asset Management). Not free-float ownership.

  1. Mason Hawkins 0.06%
  2. Polen Capital Management New 0.01%

Who owns RXO

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

History
Mason Hawkins, Southeastern Asset Management 0.06% Hold 43,731 $1.2M History
Polen Capital Management 0.01% New 0.01% 37,400 $1M History

2 current, options excluded

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

Insider trades

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

All RXO insider trades
  • $7M bought by 5 insiders
  • $386K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. MFN Partners, LP 10% owner, +5 joint filers
    Buy
    $6.4M 532,276 shares at $12.00 +1.9% to stake
    Traded Feb 12 Filed Feb 17
    ↗
  2. Troy A. Cooper Director
    Buy
    $88K 8,317 shares at $10.61 +3.1% to stake
    Traded Nov 20, 2025 Filed Nov 24, 2025
    ↗
  3. Adrian Kingshott Director
    Buy
    $101K 9,350 shares at $10.75 +11% to stake
    Traded Nov 17, 2025 Filed Nov 19, 2025
    ↗
  4. Jason S. Kerr Chief Accounting Officer
    Sale
    $386K 33,343 shares at $11.57 43% of stake
    Traded Nov 10, 2025 Filed Nov 12, 2025
    ↗
  5. Thomas A Szlosek Director
    Buy
    $251K 20,308 shares at $12.37 +125% to stake
    Traded Nov 7, 2025 Filed Nov 12, 2025
    ↗
  6. Andrew M. Wilkerson CEO
    Buy
    $149K 11,625 shares at $12.85
    Traded Nov 10, 2025 Filed Nov 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 option exercises, 16 share withholdings for taxes, and 4 gifts.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
SCHEDULE 13D — Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 6 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 $3.93B $4.55B $5.74B
Net income $4M -$290M -$100M
Net margin * 0.1% -6.4% -1.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.796B $1.34B $1.32B
Total non-current assets $1.03B $2.08B $1.96B
Total assets $1.82B $3.41B $3.28B
Total current liabilities $0.682B $1.06B $1.04B
Total non-current liabilities $549M $737M $698M
Total equity $0.594B $1.61B $1.54B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $89M -$12M $51M
Cash from investing -$0.066B -$1.06B -$0.071B
Cash from financing -$0.117B $1.11B $0.001B
Net change in cash -$93M $30M -$17M

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.