Which hedge funds own GXO? GXO LOGISTICS INCORPORATED, Q2 2026 13F holders
59 tracked hedge funds disclosed a position in GXO (GXO LOGISTICS INCORPORATED) in their Q2 2026 13F filings, worth $1.2bn in total. The largest holder by portfolio weight is Engaged Capital LLC at 15.3% of its book. 12 opened a new position this quarter: Blue Door Asset Management, LLC, Bastion Asset Management Inc., SummitTX Capital, L.P., Fox Run Management, L.L.C.. 9 exited: AYAL Capital Advisors Ltd, J. Goldman & Co LP, Kingdon Capital Management, L.L.C..
- 59
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $104m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $57.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.2bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| AYAL Capital Advisors Ltd | 1.5% | $2.9m |
| J. Goldman & Co LP | 1.1% | $24.2m |
| Kingdon Capital Management, L.L.C. | 1.1% | $6.5m |
| Caption Management, LLC | 0.7% | $14.0m |
| Twinbeech Capital LP | 0.3% | $2.7m |
| Machina Capital S.A.S. | 0.04% | $228k |
| Graham Capital Management, L.P. | 0.01% | $382k |
| Millennium Management LLC | 0.01% | $6.8m |
| Aquatic Capital Management LLC | 0.0% | $47.2k |
Ownership over time
Who discovered GXO first? Beta
| First Sabrepoint Capital Management LP high conviction | Q4 2022 | +1.4 pts |
| Clearline Capital LP | Q3 2022 | +0.6 pts |
| Intrinsic Edge Capital Management LLC | Q3 2022 | +0.4 pts |
| P Schoenfeld Asset Management LP | Q3 2021 | +0.3 pts |
| Lansing Management LP high conviction | Q3 2021 | 0.0 pts |
| Electron Capital Partners, LLC | Q3 2021 | 0.0 pts |
| Harspring Capital Management, LLC | Q3 2021 | −0.5 pts |
| Gates Capital Management, Inc. | Q3 2021 | −2.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.