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

Yes. Orbis Allan Gray holds 3,402,819 shares of XPO, worth $698.6M, as of its Q2 2026 13F filing. It reduced the position by 6,273 shares (-0.2%) from Q1 2026. Orbis Allan Gray has held XPO in every 13F on record since Q1 2019, 30 quarterly filings. XPO is 2.4% of Orbis Allan Gray's reported 13F 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
First report
21.4M
-
$1.2B7.8%$18.59
0

Other major holders of XPO: BlackRock, Inc., Capital Research Global Investors

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