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GXOGXO
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Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in GXO LOGISTICS INC

Yes. Orbis Allan Gray holds 13,424,844 shares of GXO (Gxo Logistics), worth $680.6M, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Orbis Allan Gray has held GXO in every 13F on record since Q3 2021, 20 quarterly filings. GXO is 2.3% of Orbis Allan Gray's reported 13F portfolio.

Current Value

$680.6M

Current Shares

13.4M

Total Value Change

-$54.2M

Total Shares Change

-687,134

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
13.4M
0.0%
$680.6M2.3%$50.70
0
2026-Q1
Unchanged
13.4M
0.0%
$696.1M2.9%$60.96
0
2025-Q4
Increased
13.4M
+0.3%
$706.7M3.0%$53.04
54
2025-Q3
Increased
13.4M
+1.6%
$708.1M3.0%$52.93
59
2025-Q2
Decreased
13.2M
-2.2%
$641.6M3.1%$49.00
0
2025-Q1
Increased
13.5M
+6.5%
$526.5M3.0%$39.32
61
2024-Q4
Decreased
12.7M
-10.3%
$550.5M3.0%$43.14
0
2024-Q3
Decreased
14.1M
-0.1%
$734.8M3.9%$52.19
0

Other major holders of GXO: BlackRock Finance, Inc., VANGUARD GROUP INC, BlackRock, Inc.

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