XPO

Xpo Inc

5 super-investor ownerscombined $729Mlargest position 4.8%

5 of the 83 super-investors we track hold XPO, worth a combined $729M per their latest 13F filings. The largest position: Henry Ellenbogen at 4.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 30 of 100 (how strongly the cohort backs it) — ranked #371 of 742 stocks. The stock is up 9.2x since a tracked investor first held it at conviction size (Q3 2017 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.

Held through it: Henry Ellenbogen (6q straight), David Tepper (5q straight), Seth Klarman (1q straight) and 2 more. All multibaggers the cohort held →

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Why super-investors own XPO

XPO is held by 5 super-investors in our cohort, with a combined position value of $729M. The highest-conviction owner is Henry Ellenbogen at 4.8% of their portfolio. Cohort ownership has grown from 4 to 5 over the last four quarters — net interest is rising.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 5

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Henry Ellenbogen	4.8%	7q	$498M	2,424,919
2	Joel Greenblatt	0.1%	40q	$228M	1,112,882
3	Mason Hawkins	0.1%	19q	$1M	6,336
4	Polen Capital Management	<0.1%	— 1q	$697K	3,396
5	First Eagle Investment Management	<0.1%	18q	$674K	3,281