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XPO INC XPO

XPO, Inc., together with its subsidiaries, provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe. The company operates in two segments, North American Less-Than-Truckload (LTL) and European Transportation.

Company profile

Business mix

  • The company operates in two segments, North American Less-Than-Truckload (LTL) and European Transportation.
  • The North American LTL segment provides shippers with geographic density and day-definite domestic and cross-border services to the U.S., Mexico, Canada, and the Caribbean.
  • The European Transportation segment offers dedicated truckload, LTL, truck brokerage, managed transportation, last mile, freight forwarding, and warehousing and multimodal solutions to an extensive base of customers within the consumer, trade.
  • The company was formerly known as XPO Logistics, Inc. and changed its name to XPO, Inc. in December 2022.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in trucking?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 5.9% $571.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $197.5M Estimated from net reduced shares
Net share change / base shares -28.6% -1,179,234 / 4,128,180
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -25.7% 13F value change +$34.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,949,100 Last 1 periods -1,013,166 (-25.7%) Total shares 2,935,934 Value $571.2M
Southeastern Asset Management Mason Hawkins 1 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -18.6% 13F value change -$297,274
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 15,980 Last 1 periods -2,968 (-18.6%) Total shares 13,012 Value $1.8M
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$20,598
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 163,100 Last 1 periods -163,100 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.