Question 1

How many shares of XPO does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 3.4M shares of XPO (XPO INC).

Question 2

What is Orbis Allan Gray Ltd's XPO position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's XPO position is worth $698.6M.

Question 3

Is Orbis Allan Gray Ltd buying or selling XPO?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd decreased their XPO position (-0.2% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy XPO?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in XPO in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.4M	-0.2%	$698.6M	2.4%	$205.29	0
2026-Q1	Decreased	3.4M	-6.7%	$663.2M	2.8%	$215.37	0
2025-Q4	Increased	3.7M	+15.8%	$496.4M	2.1%	$137.69	62
2025-Q3	Increased	3.2M	+0.1%	$407.6M	1.7%	$127.35	49
2025-Q2	Increased	3.2M	+16.8%	$397.8M	1.9%	$127.48	57
2025-Q1	Decreased	2.7M	-9.8%	$290.2M	1.7%	$107.09	0
2024-Q4	Decreased	3M	-22.1%	$392.3M	2.1%	$132.59	0
2024-Q3	Decreased	3.8M	-7.7%	$413M	2.2%	$111.53	0