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Hood River Capital Management’s RXO RXO Stock Holding History

Hood River Capital Management’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179M Buy
6,478,546
+2,026,330
+46% +$44.7M 1.3% 19
2026
Q1 		$65.1M Buy
4,452,216
+2,458,725
+123% +$36.1M 0.65% 52
2025
Q4 		$25.2M Buy
1,993,491
+604,942
+44% +$8.92M 0.28% 101
2025
Q3 		$21.4M Buy
1,388,549
+737,734
+113% +$11.9M 0.25% 98
2025
Q2 		$10.2M Sell
650,815
-1,315,519
-67% -$19.9M 0.14% 118
2025
Q1 		$37.6M Sell
1,966,334
-405,347
-17% -$8.87M 0.64% 65
2024
Q4 		$56.5M Sell
2,371,681
-382,107
-14% -$10.7M 0.83% 43
2024
Q3 		$77.1M Buy
2,753,788
+1,118,206
+68% +$31.6M 1.24% 28
2024
Q2 		$42.8M Sell
1,635,582
-156,326
-9% -$3.25M 0.89% 42
2024
Q1 		$39.2M Buy
1,791,908
+226,032
+14% +$4.84M 0.87% 44
2023
Q4 		$36.4M Buy
1,565,876
+710,249
+83% +$14.3M 1% 40
2023
Q3 		$16.9M Sell
855,627
-604,183
-41% -$11.9M 0.54% 67
2023
Q2 		$33.1M Sell
1,459,810
-456,643
-24% -$9.2M 0.98% 44
2023
Q1 		$37.6M Buy
1,916,453
+1,139,321
+147% +$21.9M 1.22% 37
2022
Q4 		$13.4M Buy
+777,132
New +$13.8M 0.49% 69

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Hood River Capital Management's RXO Position: Q2 2026 in Review

Hood River Capital Management increased its RXO (RXO) stake by 46% in Q2 2026, buying an estimated $44.7M and bringing the position to 6,478,546 shares worth $179M. The position accounts for 1.3% of the portfolio, ranked #19.

Hood River Capital Management first reported a position in RXO in Q4 2022 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • Hood River Capital Management held 6,478,546 shares of RXO worth $179M as of Q2 2026.
  • Hood River Capital Management bought 2,026,330 RXO shares in Q2 2026, an estimated $44.7M.
  • RXO made up 1.3% of Hood River Capital Management's portfolio in Q2 2026, its #19 holding.
  • Hood River Capital Management first reported a position in RXO in Q4 2022 and has held it in 15 quarters since.
  • 304 funds tracked by Wall St. Rank held RXO as of Q2 2026.

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