Cannell & Spears’s XPO XPO Stock Holding History

Cannell & Spears’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-394,503	Closed	-$42.4M	–	422
2025 Q1	$42.4M	Sell	394,503 -4,516	-1%	-$574K	0.91%	32
2024 Q4	$52.3M	Sell	399,019 -73,718	-16%	-$9.96M	1.08%	26
2024 Q3	$50.8M	Buy	+472,737	New	+$52.9M	1%	29

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

OAG

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Cannell & Spears's XPO Position: Q2 2025 in Review

Cannell & Spears sold out of XPO (XPO) in Q2 2025, closing a stake of 394,503 shares — an estimated $42.4M sold.

Cannell & Spears first reported a position in XPO in Q3 2024 and held it in 3 quarters. The position peaked at $52.3M in Q4 2024. 545 funds tracked by Wall St. Rank hold XPO as of Q2 2025.

Cannell & Spears reported no remaining XPO position as of Q2 2025 after selling out during the quarter.
Cannell & Spears sold 394,503 XPO shares in Q2 2025, an estimated $42.4M.
Cannell & Spears first reported a position in XPO in Q3 2024 and held it in 3 quarters.
Cannell & Spears's XPO position peaked at $52.3M in Q4 2024.
545 funds tracked by Wall St. Rank held XPO as of Q2 2025.

Based on Cannell & Spears's 13F filing for Q2 2025, filed 14 Aug 2025.