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.
Xpo Inc. (XPO)
Market is closed
Sector: Transportation Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 919 | $124,901 | +367% | 0.09% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $112.85 | 1,171,238 | $132,174,208.30 | 11,504,131 | 2024-05-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,525,258 | $1,430,487,815 | 0.02% | |
| 2. | 1,172,758 | $159,389,540 | 0.03% | |
| 3. | 298,337 | $40,546,982 | 3.33% | |
| 4. | 270,800 | $36,804,428 | 0.01% | |
| 5. | Ubs Group AgCALL | 269,300 | $36,600,563 | 0.01% |
News See All
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