FedEx (FDX) Gained From Strong Execution in Q1
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 3,054,990 | $1,059,898,288 | +5% | 0.49% |
| 2. | Bill & Melinda Gates Foundation Trust Michael Larson | 2,384,362 | $849,262,057 | 2.68% | |
| 3. | Viking Global Andreas Halvorsen | 1,932,165 | $688,198,530 | 1.93% | |
| 4. | Citadel Investment Group Ken Griffin | 1,140,501 | $406,223,646 | +413% | 0.07% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 919,987 | $327,680,970 | +1% | 0.18% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $273.98 | 1,000 | $273,980.00 | 9,067 | 2025-01-07 | Filing | |
| $276.06 | 333 | $91,929.15 | 333 | 2024-12-26 | Filing | |
| $252.02 | 1,000 | $252,020.00 | 4,745 | 2023-12-28 | Filing | |
| $253.22 | 200 | $50,643.36 | 3,304 | 2023-12-26 | Filing | |
| $230.75 | 1,080 | $249,204.60 | 1,258 | 2023-04-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $363.30 | 2,781 | $1,010,337.30 | 11,052 | 2026-04-15 | Filing | |
| $363.33 | 5,094 | $1,850,794.87 | 11,052 | 2026-04-15 | Filing | |
| $363.61 | 9,084 | $3,303,024.16 | 16,146 | 2026-04-15 | Filing | |
| $369.00 | 5,795 | $2,138,355.00 | 10,038 | 2026-04-15 | Filing | |
| $367.89 | 4,900 | $1,802,661.00 | 10,953 | 2026-04-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,803,689 | $6,697,498,109 | 0.12% | |
| 2. | 13,900,990 | $4,951,254,619 | 0.12% | |
| 3. | 9,983,449 | $3,555,904,735 | 1.95% | |
| 4. | 9,741,875 | $3,483,595,037 | 0.12% | |
| 5. | 8,303,010 | $2,957,366,459 | 2.33% |