Is GXO Logistics, Inc. (GXO) A Good Stock To Buy Now?
Is GXO a good stock to buy? We came across a bullish thesis on GXO Logistics, Inc. on r/ValueInvesting by Icy_Contribution3336. In this article, we will summarize the bulls’ thesis on GXO.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 13,424,844 | $680,639,591 | 2.34% | |
| 2. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 5,250,000 | $266,175,000 | +62% | 7.83% |
| 3. | Khrom Capital Eric Khrom | 2,853,117 | $144,653,032 | +44% | 12.12% |
| 4. | Rokos Capital Management Chris Rokos | 1,110,869 | $56,343,276 | +171% | 0.21% |
| 5. | Engaged Capital Glenn W. Welling | 984,769 | $49,927,788 | +20% | 15.26% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.59 | 6,000 | $303,540.00 | 10,040 | 2025-11-28 | Filing | |
| $49.95 | 10,000 | $499,500.00 | 100,814 | 2024-06-11 | Filing | |
| $43.97 | 4,174 | $183,530.78 | 45,509 | 2022-11-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.00 | 13,370 | $668,500.00 | 7,481 | 2024-03-08 | Filing | |
| $50.00 | 4,737 | $236,850.00 | 20,851 | 2024-03-07 | Filing | |
| $58.70 | 900 | $52,827.03 | 15,062 | 2024-01-03 | Filing | |
| $58.09 | 9,626 | $559,220.54 | 15,962 | 2024-01-03 | Filing | |
| $52.73 | 2,120 | $111,787.60 | 0 | 2023-01-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,280,366 | $571,914,580 | 0.01% | |
| 2. | 5,201,222 | $263,701,955 | 0.01% | |
| 3. | 5,164,894 | $261,857,872 | 0.05% | |
| 4. | 4,915,008 | $249,190,906 | 0.01% | |
| 5. | 4,721,626 | $239,386,422 | 0.2% |