Follow-The-Filings

Security · featured owners

XPO

Xpo Inc. Industrials COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 4.8%
  • $500M
  • 1 new 2 reduce 2 exits

XPO (Xpo Inc.) is held in 4 featured 13F books as of 2026 Q2. Henry Ellenbogen - Durable Capital Partners is the largest tracked holder by portfolio weight (4.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.8% (Henry Ellenbogen - Durable Capital Partners) · not free-float ownership

  1. Henry Ellenbogen reduce 4.8%
  2. Mason Hawkins 0.07%
  3. Polen Capital Management new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 4.8% Reduce −17.4% 2,424,919 $498M history
Mason Hawkins - Southeastern Asset Management 2026 Q2 0.07% Hold 6,336 $1M history
Polen Capital Management 2026 Q2 0.01% New 0.01% 3,396 $697K history
First Eagle Investment Management 2026 Q2 <0.01% Reduce −11.4% 3,281 $674K history
Dan Sundheim - D1 Capital Partners exited 2026 Q2 last 2026 Q1 2.2% Exit −2.23% 1,287,630 $251M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.13% Exit −0.13% 50,000 $10M history

4 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 18 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period May 28, 2026 Filing Doc
4 Period Mar 15, 2026 · 5 forms Filing Doc
4 Period Mar 10, 2026 · 5 forms Filing Doc
4 Period Mar 7, 2026 Filing Doc
4 Period Mar 2, 2026 · 5 forms Filing Doc
4 Period Feb 15, 2026 Filing Doc
4 Period Jan 2, 2026 Filing Doc

Updated 10 days ago Source: SEC EDGAR submissions All on EDGAR

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 $7.74B $8.07B $8.16B
Net income $189M $387M $316M
Net margin * 2.4% 4.8% 3.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.59B $1.5B $1.63B
Total non-current assets $5.9B $6.21B $6.56B
Total assets $7.49B $7.71B $8.19B
Total current liabilities $1.59B $1.42B $1.56B
Total non-current liabilities $4.64B $4.69B $4.78B
Total equity $1.27B $1.6B $1.86B

Cash flow

Metric FY2023 FY2024 FY2025
Net change in cash -$51M -$120M $31M

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