Jim Cramer Listed 20 Best Performing Stocks of the Last 20 Years

15. XPO, Inc. (NYSE:XPO)

Number of Hedge Fund Holders: 45

Discussing XPO, Inc. (NYSE:XPO) during the episode, Cramer said:

“In 15th place is a company you should know or at least remember, it’s called XPO, the trucking company, formally known as XPO Logistics, which is up 6,493% since we started doing the show. This is a Brad Jacobs rollup and breakup story. He took control of the old Express-1 Expedited Solutions back in 2011. He changed the name to XPO Logistics and quickly got to work acquiring other companies. It’s rolling up companies in the very fragmented trucking and logistics industries.

Eventually, XPO became a leading player, but around four years ago, Jacobs and his team felt the company was undervalued, and they began breaking up the business, spinning off the logistics business as GXO Logistics and a freight brokerage business as RXO. The remaining XPO operates in the less-than-truckload sector, LTL. I have a lot of confidence in Brad Jacobs over the long term, but I don’t have much confidence in the trucking industry until we get past the disruption from the president’s tariffs. By the way, Brad Jacobs is now also doing Beacon Supply, doing a rollup in the, well, let’s say the roofing or maybe even bigger than that, housing industry.”

XPO (NYSE:XPO) provides freight transportation services that include less-than-truckload, truckload, brokerage, multimodal options, managed transportation, and warehousing.