Xpo Inc (XPO) — Hedge Fund Ownership Q1 2026
XPO
- Xpo Inc (XPO) is held by 3 of 84 tracked hedge funds, with Durable Capital Partners (6%) and Longleaf Partners / Southeastern Asset Management (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in XPO holdings came from Durable Capital Partners (-26%) and Longleaf Partners / Southeastern Asset Management (-51%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Xpo Inc (XPO) by -26% vs the prior quarter and +45% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Durable Capital Partners Henry Ellenbogen
|
5.88% | 2.9M | -25.66% | +46.41% | $571.2M | $194.55 | — |
| 2 |
Longleaf Partners / Southeastern Asset Management
|
0.06% | 6K | -51.31% | -60.35% | $1.2M | $194.55 | — |
| 3 |
First Eagle Investment Management
|
0.00% | 4K | -0.16% | -52.84% | $720,808 | $194.55 | — |
| 3 | Total | — | 2.9M | -25.72% | +45.18% | $573.1M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.