Follow The Filings

XPO

Industrials, filed as XPO INC (COM), 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, sold by 4

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

In 2026 Q2, 1 manager opened a position, 2 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns XPO

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

History
Henry Ellenbogen, Durable Capital Partners 4.8%, was 5.9% Reduce −17.4% 2,424,919 $498M History
Mason Hawkins, Southeastern Asset Management 0.07% Hold 6,336 $1.3M History
Polen Capital Management 0.01% New 0.01% 3,396 $697K History
First Eagle Investment Management <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 $9.7M History

4 current, 2 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 XPO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All XPO insider trades
  • None no insider bought on the open market
  • $1.5M sold by 2 insiders outside a trading plan
  • $1.2M sold by 2 insiders under 10b5-1 plans
  1. David J. Bates COO
    Planned sale
    $465K 2,615 shares at $177.93 4% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. Kyle Wismans CFO
    Planned sale
    $132K 750 shares at $175.47 1.5% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  3. David J. Bates COO
    Planned sale
    $469K 2,615 shares at $179.41 3.9% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  4. Kyle Wismans CFO
    Planned sale
    $134K 750 shares at $178.52 1.5% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  5. Christopher Michael Brown Chief Accounting Officer
    Sale
    $1M 5,000 shares at $201.81 14% of stake
    Traded Aug 10–11 Filed Aug 12
    ↗
  6. Allison Landry Director
    Sale
    $517K 2,400 shares at $215.61 33% of stake
    Traded May 28 Filed May 29
    ↗

Also filed in the last 12 months, not counted as buying or selling: 21 option exercises and 15 share withholdings for taxes.

Congress

1 member of Congress traded XPO in the last three years: 1 buy and 1 sale.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Aug 4, 2025 filed Sep 12, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 22, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

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

Source: SEC EDGAR submissions, updated about 20 hours 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 $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). 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.