GXO Logistics, Inc. (NYSE:GXO) Q1 2026 Earnings Call Transcript
Operator: Welcome to the GXO First Quarter 2026 Earnings Conference Call and Webcast. My name is Sachi, and I will be your operator for today's call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 13,424,844 | $696,078,162 | 2.94% | |
| 2. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 3,250,000 | $168,512,500 | 6.02% | |
| 3. | Khrom Capital Eric Khrom | 1,988,383 | $103,097,659 | +64% | 9.43% |
| 4. | Parsifal Capital Management David Zorub | 851,121 | $44,130,624 | -41% | 5.2% |
| 5. | Engaged Capital Glenn W. Welling | 821,769 | $42,608,723 | -1% | 14.04% |
| 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. | 10,326,608 | $535,434,627 | 0.01% | |
| 2. | 5,143,855 | $266,708,882 | 0% | |
| 3. | 4,936,277 | $255,945,962 | 0.01% | |
| 4. | 4,866,867 | $252,317,704 | 0.05% | |
| 5. | 4,728,136 | $245,153,874 | 0.21% |