RXO
Rxo Inc
2 super-investors hold RXO worth a combined $11M. The largest position: Mason Hawkins at 0.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 18 — ranked #672 of 724 scored stocks.
Why super-investors own RXO
Interest in RXO within the tracked cohort is minimal and static. Only two managers hold the stock — Joel Greenblatt ($10M) and Mason Hawkins ($639K) — and the cohort count has held flat at one reportable owner across the prior eight quarters before Hawkins's position registered this period. Neither manager has added, trimmed, or exited in the latest quarter, and concentration is effectively zero in both portfolios, suggesting these are small, opportunistic positions rather than high-conviction bets. No new entrants have emerged, and no one has exited, leaving the picture unchanged: a lightly held, largely ignored name with no meaningful momentum in either direction among tracked super-investors.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 9q | $10M | 706,497 |
| 2 | Mason Hawkins | <0.1% | 14q | $639K | 43,731 |
Owners of RXO also hold
Long US equity 13F-HR filings only. CUSIP 74982T103. Not investment advice.