683 Capital Management’s GXO Logistics GXO Stock Holding History

683 Capital Management’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Sell	215,000 -285,000	-57%	-$14.8M	0.54%	44
2026 Q1	$25.9M	Sell	500,000 -185,000	-27%	-$10.6M	1.35%	17
2025 Q4	$36.1M	Sell	685,000 -90,000	-12%	-$4.73M	1.57%	12
2025 Q3	$41M	Sell	775,000 -165,000	-18%	-$8.48M	2.14%	12
2025 Q2	$45.8M	Sell	940,000 -10,000	-1%	-$398K	3.01%	9
2025 Q1	$37.1M	Buy	950,000 +300,000	+46%	+$12.5M	2.56%	7
2024 Q4	$28.3M	Buy	650,000 +300,000	+86%	+$16.5M	1.75%	11
2024 Q3	$18.2M	Buy	350,000 +100,000	+40%	+$5.07M	1.39%	23
2024 Q2	$12.6M	Buy	+250,000	New	+$12.6M	0.95%	31

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

683 Capital Management's GXO Position: Q2 2026 in Review

683 Capital Management reduced its GXO Logistics (GXO) stake by 57% in Q2 2026, selling an estimated $14.8M and leaving 215,000 shares worth $10.9M. The position accounts for 0.54% of the portfolio, ranked #44.

683 Capital Management first reported a position in GXO in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.8M in Q2 2025. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

683 Capital Management held 215,000 shares of GXO Logistics worth $10.9M as of Q2 2026.
683 Capital Management sold 285,000 GXO Logistics shares in Q2 2026, an estimated $14.8M.
GXO Logistics made up 0.54% of 683 Capital Management's portfolio in Q2 2026, its #44 holding.
683 Capital Management first reported a position in GXO Logistics in Q2 2024 and has held it in 9 quarters since.
683 Capital Management's GXO Logistics position peaked at $45.8M in Q2 2025.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on 683 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.