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GXO position history

The shares of Gxo Logistics (GXO) that SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COMMON STOCK

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q1: 97,000 shares, $5.2M, 0.37% of portfolio, New
  2. 2024 Q2: 900,000 shares, $45M, 3.0% of portfolio, Add +827.8%
  3. 2024 Q3: 900,000 shares, $47M, 2.3% of portfolio
  4. 2024 Q4: 2,100,000 shares, $91M, 3.4% of portfolio, Add +133.3%
  5. 2025 Q1: 4,253,997 shares, $166M, 8.6% of portfolio, Add +102.6%
  6. 2025 Q2: 3,600,000 shares, $175M, 6.5% of portfolio, Reduce −15.4%
  7. 2025 Q3: 3,250,000 shares, $172M, 4.4% of portfolio, Reduce −9.7%
  8. 2025 Q4: 3,250,000 shares, $171M, 5.0% of portfolio
  9. 2026 Q1: 3,250,000 shares, $169M, 6.0% of portfolio
  10. 2026 Q2: 5,250,000 shares, $266M, 7.8% of portfolio, Add +61.5%
Holdings date Value % of holdings Shares Filing date All 13F holders