Which hedge funds own XPO? XPO INC, Q2 2026 13F holders
77 tracked hedge funds disclosed a position in XPO (XPO INC) in their Q2 2026 13F filings, worth $4.3bn in total. The largest holder by portfolio weight is MFN Partners Management, LP at 41.9% of its book. 24 opened a new position this quarter: 1060 Capital, LLC, Visualize Group LP, Cartenna Capital, LP, Cable Car Capital, LP. 23 exited: 4D Advisors, LLC, D1 Capital Partners L.P., CTC Alternative Strategies, Ltd..
- 77
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 24
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 23
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $155m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $342m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $4.3bn
- Combined value Sum of the holders' reported positions in the security.
- 6.2%
- 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
| 4D Advisors, LLC | 2.5% | $3.9m |
| D1 Capital Partners L.P. | 2.2% | $251m |
| CTC Alternative Strategies, Ltd. | 1.5% | $681k |
| Greenstone Partners & Co., LLC | 1.4% | $5.4m |
| Gallo Partners, LP | 1.0% | $523k |
| Interval Partners, LP | 0.9% | $25.1m |
| Catalyst Funds Management Pty Ltd | 0.6% | $3.8m |
| Waratah Capital Advisors Ltd. | 0.5% | $5.5m |
| Steadfast Capital Management LP | 0.3% | $8.1m |
| Turas Capital Management LP | 0.3% | $1.1m |
| J. Goldman & Co LP | 0.3% | $5.8m |
| Aquatic Capital Management LLC | 0.2% | $6.6m |
| Davidson Kempner Capital Management LP | 0.2% | $9.7m |
| FORA Capital, LLC | 0.1% | $1.4m |
| Qsemble Capital Management, LP | 0.10% | $1.2m |
| Twinbeech Capital LP | 0.07% | $675k |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.6m |
| Verition Fund Management LLC | 0.06% | $6.2m |
| Concentric Capital Strategies, LP | 0.05% | $518k |
| Centiva Capital, LP | 0.04% | $845k |
| Laurion Capital Management LP | 0.04% | $409k |
| Gsa Capital Partners LLP | 0.03% | $405k |
| Mirabella Financial Services LLP | 0.02% | $251k |
Ownership over time
Who discovered XPO first? Beta
The run: Q1 2023 → Q2 2026, +544%
| Cercano Management LLC high conviction | Q1 2023 | 3.2% | +15.6 pts |
| Game Creek Capital, LP | Q2 2022 | 1.5% | +5.2 pts |
| Interval Partners, LP | Q2 2023 | – | +1.9 pts |
| Alight Capital Management LP | Q2 2023 | – | +1.8 pts |
| Kingdon Capital Management, L.L.C. | Q2 2023 | – | +1.8 pts |
| Pinnbrook Capital Management LP | Q2 2023 | – | +1.8 pts |
| Cartenna Capital, LP | Q2 2023 | – | +1.0 pts |
| Wexford Capital LP | Q2 2023 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.