Portfolio changes · featured 13Fs
Activity
Moves in XPO across featured managers — New / Exit / Add / Reduce.
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| XPO | Exit | Dan Sundheim - D1 Capital Partners | −2.23% | was 2.2% | Q1→Q2 |
| XPO | Exit | Davidson Kempner Capital Management | −0.13% | was 0.13% | Q1→Q2 |
| XPO | Reduce | Henry Ellenbogen - Durable Capital Partners | −1.04% | −17.4% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| XPO | New | Polen Capital Management | +0.01% | opened 0.01% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home