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

As of 2026-Q2, Orbis Allan Gray Ltd holds 36.4M shares of RXO (RXO, Inc.).

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

As of 2026-Q2, Orbis Allan Gray Ltd's RXO position is worth $1B.

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in RXO in 2024-Q3. They have held the position across 15 quarters.

Position history for Orbis Allan Gray Ltd's holdings in RXO, Inc.

Current Value

$1B

Current Shares

36.4M

Total Value Change

+$204.5M

Total Shares Change

+7.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	36.4M	0.0%	$1B	3.5%	$27.59	0
2026-Q1	Increased	36.4M	+5.0%	$532.1M	2.2%	$16.44	57
2025-Q4	Increased	34.7M	+6.5%	$438.3M	1.8%	$12.70	52
2025-Q3	Increased	32.6M	+3.8%	$501M	2.2%	$15.08	56
2025-Q2	Increased	31.4M	+3.8%	$493.2M	2.4%	$15.77	56
2025-Q1	Decreased	30.2M	-0.0%	$577.4M	3.3%	$18.86	0
2024-Q4	Increased	30.2M	+5.9%	$721M	3.9%	$24.10	62
2024-Q3	Increased	28.6M	+60.6%	$799.7M	4.2%	$27.53	84