XPO, Inc.
US ˙ NYSE ˙ US9837931008

SecurityXPO / XPO, Inc.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership1,368 shares
Latest Disclosed Value $ 266,144
First Manhattan Co reports 32.54% decrease in ownership of XPO / XPO, Inc.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 1,368 shares of XPO, Inc. (US:XPO) valued at $266,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,028 shares of XPO, Inc.. This represents a change in shares of -32.54% during the quarter. The current value of the position is $299,168 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F XPO COM 983793100 1,368 -660 -32.54 266 -3.27 0.0007
2026-02-17 2025-12-31 13F XPO COM 983793100 2,028 0 0.00 276 4.96 0.0007
2025-11-14 2025-09-30 13F XPO COM 983793100 2,028 0 0.00 262 2.34 0.0007
2025-08-14 2025-06-30 13F XPO COM 983793100 2,028 -78 -3.70 256 13.27 0.0007
2025-05-15 2025-03-31 13F XPO COM 983793100 2,106 -102 -4.62 227 -21.80 0.0007
2025-02-14 2024-12-31 13F XPO COM 983793100 2,208 102 4.84 290 27.88 0.0008
2024-11-14 2024-09-30 13F XPO COM 983793100 2,106 0 0.00 226 1.35 0.0007
2024-08-15 2024-06-30 13F/A-1 XPO COM 983793100 2,106 0 0.00 224 -12.89 0.0007
2024-08-14 2024-06-30 13F XPO COM 983793100 2,106 0 224 0.0007
2024-05-15 2024-03-31 13F XPO COM 983793100 2,106 0 0.00 257 39.13 0.0008
2024-02-13 2023-12-31 13F XPO COM 983793100 2,106 0 0.00 184 17.20 0.0006
2023-11-14 2023-09-30 13F XPO COM 983793100 2,106 0 0.00 157 26.61 0.0006
2023-08-14 2023-06-30 13F XPO COM 983793100 2,106 -2,394 -53.20 124 -13.29 0.0005
2023-05-15 2023-03-31 13F XPO COM 983793100 4,500 -491 -9.84 144 -13.86 0.0006
2023-02-14 2022-12-31 13F XPO COM 983793100 4,991 -24,709 -83.20 166 -87.44 0.0006
2022-11-14 2022-09-30 13F XPO LOGISTICS COM 983793100 29,700 -800 -2.62 1,322 -9.95 0.0056
2022-08-15 2022-06-30 13F XPO LOGISTICS COM 983793100 30,500 -13,225 -30.25 1,468 -53.88 0.0059
2022-05-16 2022-03-31 13F XPO LOGISTICS COM 983793100 43,725 17,885 69.21 3,183 59.15 0.0104
2022-02-14 2021-12-31 13F XPO LOGISTICS COM 983793100 25,840 24,300 1,577.92 2,000 1,539.34 0.0066
2021-11-15 2021-09-30 13F XPO LOGISTICS COM 983793100 1,540 0 0.00 122 -43.26 0.0004
2021-08-16 2021-06-30 13F XPO LOGISTICS COM 983793100 1,540 0 0.00 215 13.76 0.0008
2021-05-14 2021-03-31 13F XPO LOGISTICS COM 983793100 1,540 -1,500 -49.34 189 -47.79 0.0008
2021-02-16 2020-12-31 13F XPO LOGISTICS COM 983793100 3,040 0 0.00 362 40.86 0.0017
2020-11-12 2020-09-30 13F XPO LOGISTICS COMMON 983793100 3,040 -11 -0.36 257 9.36 0.0013
2020-08-14 2020-06-30 13F XPO LOGISTICS COMMON 983793100 3,051 0 0.00 235 58.78 0.0014
2020-05-06 2020-03-31 13F XPO LOGISTICS COMMON 983793100 3,051 -101,544 -97.08 148 -98.22 0.0010
2020-02-13 2019-12-31 13F XPO LOGISTICS COMMON 983793100 104,595 -4,055 -3.73 8,336 7.20 0.0418
2019-11-13 2019-09-30 13F XPO LOGISTICS COMMON 983793100 108,650 -31,375 -22.41 7,776 -3.93 0.0428
2019-08-16 2019-06-30 13F XPO LOGISTICS COMMON 983793100 140,025 -150 -0.11 8,094 7.45 0.0449
2019-04-12 2019-03-31 13F XPO LOGISTICS COMMON 983793100 140,175 -47,730 -25.40 7,533 -29.72 0.0435
2019-01-30 2018-12-31 13F XPO LOGISTICS COMMON 983793100 187,905 -41,345 -18.03 10,718 -59.05 0.0667
2018-10-15 2018-09-30 13F XPO LOGISTICS COMMON 983793100 229,250 -8,685 -3.65 26,173 9.80 0.1395
2018-08-01 2018-06-30 13F XPO LOGISTICS COMMON 983793100 237,935 2,385 1.01 23,836 -0.60 0.1374
2018-04-20 2018-03-31 13F XPO LOGISTICS COMMON 983793100 235,550 -4,200 -1.75 23,981 9.21 0.1364
2018-01-22 2017-12-31 13F XPO LOGISTICS COMMON 983793100 239,750 -15,790 -6.18 21,958 26.78 0.1203
2017-10-25 2017-09-30 13F XPO LOGISTICS COMMON 983793100 255,540 500 0.20 17,320 5.08 0.0992
2017-08-10 2017-06-30 13F/A-2 XPO LOGISTICS COMMON 983793100 255,040 35,200 16.01 16,483 56.56 0.0961
2017-08-01 2017-06-30 13F/A-1 XPO LOGISTICS COMMON 983793100 255,040 0 16,483 0.0961
2017-07-28 2017-06-30 13F XPO LOGISTICS COMMON 983793100 255,040 35,200 16,483
2017-04-25 2017-03-31 13F/A-1 XPO LOGISTICS COMMON 983793100 219,840 219,100 29,608.11 10,528 33,861.29 0.0625
2017-04-24 2017-03-31 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 36
2017-01-25 2016-12-31 13F XPO LOGISTICS COMMON 983793100 740 -260 -26.00 31 -13.89 0.0002
2016-10-20 2016-09-30 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 500 100.00 36 176.92 0.0002
2016-07-14 2016-06-30 13F XPO LOGISTICS NEW COMMON STK 983793100 500 0 0.00 13 -13.33 0.0001
2016-04-22 2016-03-31 13F XPO LOGISTICS NEW COMMON STK 983793100 500 0 0.00 15 15.38 0.0001
2016-01-20 2015-12-31 13F XPO LOGISTICS NEW COMMON STK 983793100 500 0 0.00 13 18.18 0.0001
2015-10-26 2015-09-30 13F XPO LOGISTICS NEW COMMON STK 983793100 500 0 0.00 11 -50.00 0.0001
2015-07-17 2015-06-30 13F XPO LOGISTICS NEW COMMON STK 983793100 500 0 0.00 22 0.00 0.0001
2015-04-30 2015-03-31 13F XPO LOGISTICS NEW COMMON STK 983793100 500 0 0.00 22 10.00 0.0001
2015-01-20 2014-12-31 13F XPO LOGISTICS NEW COMMON STK 983793100 500 -500 -50.00 20 -45.95 0.0001
2014-10-23 2014-09-30 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 0 0.00 37 32.14 0.0002
2014-08-14 2014-06-30 13F/A-1 XPO LOGISTICS NEW COMMON STK 983793100 1,000 0 0.00 28 -3.45 0.0002
2014-05-16 2014-03-31 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 0 0.00 29 11.54 0.0002
2014-02-04 2013-12-31 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 0 0.00 26 23.81 0.0002
2013-10-29 2013-09-30 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 0 0.00 21 -12.50 0.0001
2013-08-13 2013-06-30 13F XPO LOGISTICS NEW COMMON STK 983793100 1,000 1,000 24 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.