Is XPO, Inc. (XPO) A Good Stock To Buy Now?
Is XPO a good stock to buy? We came across a bullish thesis on XPO, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on XPO.
Xpo Inc. (XPO)
Market is closed
Sector: Transportation Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | MFN Partners Farhad Nanji And Michael Demichele | 11,425,369 | $2,222,805,539 | 46.55% | |
| 2. | Orbis Investment Management William B. Gray | 3,409,092 | $663,238,848 | -7% | 2.8% |
| 3. | Durable Capital Partners Henry Ellenbogen | 2,935,934 | $571,185,960 | -26% | 5.88% |
| 4. | D1 Capital Partners Daniel Sundheim | 1,287,630 | $250,508,417 | -37% | 2.23% |
| 5. | Holocene Advisors Brandon Haley | 1,249,431 | $243,076,801 | +3% | 0.59% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $106.16 | 1,880 | $199,580.42 | 21,106 | 2025-03-13 | Filing | |
| $79.71 | 1,500 | $119,565.00 | 3,000 | 2023-11-06 | Filing | |
| $35.74 | 1,500 | $53,610.00 | 1,500 | 2023-03-10 | Filing | |
| $67.13 | 1,500 | $100,695.00 | 1,500 | 2020-05-12 | Filing | |
| $75.42 | 1,375 | $103,702.50 | 13,875 | 2019-09-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $215.61 | 2,400 | $517,471.92 | 4,849 | 2026-05-28 | Filing | |
| $135.04 | 3,250 | $438,869.93 | 5,875 | 2025-09-11 | Filing | |
| $104.52 | 1,875 | $195,975.00 | 6,965 | 2024-05-23 | Filing | |
| $115.04 | 50,000 | $5,752,000.00 | 11,425,369 | 2024-05-15 | Filing | |
| $114.60 | 28,762 | $3,296,125.20 | 11,475,369 | 2024-05-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 503 | $103,261 | 0.01% | |
| 2. | 345 | $70,825 | 0% |
News See All
XPO Logistics, Inc. (NYSE:XPO) Q1 2026 Earnings Call Transcript
Operator: Welcome to the XPO Q1 2026 Earnings Conference Call and Webcast. My name is Kevin, and I'll be your operator for today's call.
XPO (XPO) Reported Strong Results in a Challenging Environment
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
XPO (XPO) Benefited from the Implementation of Improved Strategies
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
XPO Logistics, Inc. (NYSE:XPO) Q4 2025 Earnings Call Transcript
Operator: Welcome to the XPO Logistics, Inc. Fourth Quarter 2025 Earnings Conference Call and Webcast. My name is Shamali, and I will be your operator for today's call.
XPO, Inc. (XPO): A Bull Case Theory
We came across a bullish thesis on XPO, Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on XPO.
Does XPO (XPO) Have an Idiosyncratic Growth Potential?
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will XPO (XPO) be Able to Drive Better Pricing?
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
XPO Logistics, Inc. (NYSE:XPO) Q3 2025 Earnings Call Transcript
Operator: Welcome to the XPO Q3 2025 Earnings Conference Call and Webcast. My name is Stacy, and I will be the operator for today's call.
Oppenheimer Reaffirms Buy Rating on XPO Despite Q2 Profit Drop and LTL Decline
The company’s net income was down by 29% compared to the previous year’s same quarter, reaching $106 million in Q2 2025.
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