GXO
Gxo Logistics Inc
3 super-investors hold GXO worth a combined $76M. The largest position: Glenn Welling at 14.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #328 of 724 scored stocks.
Why super-investors own GXO
Ownership of GXO within this cohort is narrow but includes one high-conviction holder: Glenn Welling carries the position at 14.0% of his portfolio — a notably concentrated bet — accounting for $43M of the cohort's $76M combined exposure. Joel Greenblatt and First Eagle Investment Management hold smaller, rounding-to-zero allocations of $27M and $7M respectively. Cohort count has been flat at one meaningful holder for at least five consecutive quarters before Greenblatt and First Eagle appeared, and the 2026Q1 data shows zero additions, trims, or exits across all three owners. Interest is neither rising nor fading; the position is effectively static, with Welling's concentrated stake the sole signal of genuine conviction here.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Welling | 14.0% | 5q | $43M | 821,769 |
| 2 | Joel Greenblatt | <0.1% | 18q | $27M | 520,706 |
| 3 | First Eagle Investment Management | <0.1% | 17q | $7M | 126,602 |
Owners of GXO also hold
Long US equity 13F-HR filings only. CUSIP 36262G101. Not investment advice.