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GXO position history

The shares of Gxo Logistics (GXO) that Engaged Capital LLC reported in each quarter’s 13F.

Equity, COMMON STOCK

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 912,000 shares, $36M, 9.1% of portfolio, New
  2. 2025 Q2: 897,000 shares, $44M, 12.2% of portfolio, Reduce −1.6%
  3. 2025 Q3: 978,477 shares, $52M, 12.7% of portfolio, Add +9.1%
  4. 2025 Q4: 829,769 shares, $44M, 11.1% of portfolio, Reduce −15.2%
  5. 2026 Q1: 821,769 shares, $43M, 14.0% of portfolio, Reduce −1.0%
  6. 2026 Q2: 984,769 shares, $50M, 15.3% of portfolio, Add +19.8%
Holdings date Value % of holdings Shares Filing date All 13F holders