Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

XPOXPO
30 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in XPO INC

Orbis Allan Gray Ltd holds 3.4M shares of XPO (XPO INC), worth $698.6M as of 2026-Q2. The position was decreased (-0.2% shares). XPO represents 2.4% of Orbis Allan Gray Ltd's portfolio.

Current Value

$698.6M

Current Shares

3.4M

Total Value Change

-$452.8M

Total Shares Change

-18M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.4M
-0.2%
$698.6M2.4%$205.29
0
2026-Q1
Decreased
3.4M
-6.7%
$663.2M2.8%$215.37
0
2025-Q4
Increased
3.7M
+15.8%
$496.4M2.1%$137.69
62
2025-Q3
Increased
3.2M
+0.1%
$407.6M1.7%$127.35
49
2025-Q2
Increased
3.2M
+16.8%
$397.8M1.9%$127.48
57
2025-Q1
Decreased
2.7M
-9.8%
$290.2M1.7%$107.09
0
2024-Q4
Decreased
3M
-22.1%
$392.3M2.1%$132.59
0
2024-Q3
Decreased
3.8M
-7.7%
$413M2.2%$111.53
0
2024-Q2
Decreased
4.2M
-3.1%
$441.9M2.8%$106.15
0
2024-Q1
Decreased
4.3M
-23.9%
$524.4M3.1%$122.03
0
2023-Q4
Decreased
5.7M
-6.4%
$494.9M3.1%$87.59
0
2023-Q3
Decreased
6M
-23.0%
$450.6M3.2%$74.66
0
2023-Q2
Decreased
7.8M
-19.6%
$462.5M3.3%$59.25
0
2023-Q1
Decreased
9.8M
-2.4%
$311M2.4%$31.06
0
2022-Q4
Decreased
10M
-1.0%
$332.6M2.6%$33.29
0
2022-Q3
Decreased
10.1M
-0.9%
$449.5M3.7%$26.73
0
2022-Q2
Decreased
10.2M
-0.1%
$490.5M3.9%$28.73
0
2022-Q1
Decreased
10.2M
-8.2%
$742.5M5.4%$45.31
0
2021-Q4
Increased
11.1M
+1.3%
$859.8M6.4%$45.40
62
2021-Q3
Decreased
11M
-2.1%
$872.7M6.0%$48.29
0
2021-Q2
Decreased
11.2M
-12.6%
$1.6B9.9%$48.68
0
2021-Q1
Decreased
12.8M
-8.4%
$1.6B11.3%$42.91
0
2020-Q4
Decreased
14M
-13.6%
$1.7B12.1%$41.01
0
2020-Q3
Decreased
16.2M
-6.8%
$1.4B10.8%$29.72
0
2020-Q2
Decreased
17.4M
-2.8%
$1.3B10.1%$26.04
0
2020-Q1
Decreased
17.9M
-4.7%
$870.4M8.3%$17.79
0
2019-Q4
Decreased
18.7M
-9.8%
$1.5B10.4%$27.40
0
2019-Q3
Decreased
20.8M
-3.1%
$1.5B11.0%$24.40
0
2019-Q2
Decreased
21.4M
-0.0%
$1.2B8.9%$19.99
0
2019-Q1
New
21.4M
-
$1.2B7.8%$18.59
98

Other major holders of XPO: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., Capital Research Global Investors

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used