13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
9

XPO

XPO INC · Industrials

Consensus score 9/100 · #65 this quarter · tier-weighted across tracked managers

→NeutralPrice action since filingas of 2026-10-14
vs 50-day avg
-0.2%
21-day momentum
+3.8%
recent volume
—

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

Holders
3
tracked managers
New this Q
2
opened a position
Avg weight
2.0%
of their portfolios
Combined value
$6M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Abdiel Capital
Concentrated growth
5.8%
NEW
Southeastern / Longleaf
Deep value
0.1%
HOLD
Polen Capital
Quality growth
0.0%
NEW

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.