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Bayforest Capital’s GXO Logistics GXO Stock Holding History

Bayforest Capital’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 		$46.5K Sell
918
-3,226
-78% -$167K 0.04% 637
2026
Q1 		$215K Sell
4,144
-1,272
-23% -$72.9K 0.24% 100
2025
Q4 		$285K Buy
5,416
+852
+19% +$44.8K 0.21% 158
2025
Q3 		$241K Buy
+4,564
New +$235K 0.11% 338
2025
Q2 		– Sell
-3,876
Closed -$151K – 818
2025
Q1 		$151K Buy
+3,876
New +$162K 0.07% 437

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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

Bayforest Capital's GXO Position: Q2 2026 in Review

Bayforest Capital reduced its GXO Logistics (GXO) stake by 78% in Q2 2026, selling an estimated $167K and leaving 918 shares worth $46.5K. The position accounts for 0.04% of the portfolio, ranked #637.

Bayforest Capital first reported a position in GXO in Q1 2025 and has held it in 5 quarters since. The position peaked at $285K in Q4 2025. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Bayforest Capital held 918 shares of GXO Logistics worth $46.5K as of Q2 2026.
  • Bayforest Capital sold 3,226 GXO Logistics shares in Q2 2026, an estimated $167K.
  • GXO Logistics made up 0.04% of Bayforest Capital's portfolio in Q2 2026, its #637 holding.
  • Bayforest Capital first reported a position in GXO Logistics in Q1 2025 and has held it in 5 quarters since.
  • Bayforest Capital's GXO Logistics position peaked at $285K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.