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Hood River Capital Management’s XPO XPO Stock Holding History

Hood River Capital Management’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
2026
Q2 		$266M Buy
1,297,453
+137,623
+12% +$29.1M 1.93% 7
2026
Q1 		$226M Buy
1,159,830
+10,880
+0.9% +$1.95M 2.26% 5
2025
Q4 		$156M Buy
1,148,950
+20,991
+2% +$2.86M 1.71% 9
2025
Q3 		$146M Buy
1,127,959
+119,338
+12% +$15.5M 1.72% 10
2025
Q2 		$127M Buy
1,008,621
+213,833
+27% +$24M 1.78% 12
2025
Q1 		$85.5M Sell
794,788
-3,755
-0.5% -$477K 1.46% 16
2024
Q4 		$105M Buy
798,543
+28,428
+4% +$3.84M 1.55% 11
2024
Q3 		$82.8M Buy
770,115
+185,915
+32% +$20.8M 1.34% 24
2024
Q2 		$62M Sell
584,200
-183,811
-24% -$20.6M 1.29% 23
2024
Q1 		$93.7M Buy
768,011
+49,576
+7% +$5.31M 2.09% 9
2023
Q4 		$62.9M Buy
718,435
+76,126
+12% +$6.2M 1.73% 14
2023
Q3 		$48M Buy
642,309
+230,898
+56% +$15.9M 1.54% 20
2023
Q2 		$24.3M Buy
+411,411
New +$18.6M 0.72% 58
2022
Q3 		– Sell
-271,485
Closed -$7.77M – 142
2022
Q2 		$7.77M Sell
271,485
-235,419
-46% -$7.49M 0.31% 90
2022
Q1 		$21.9M Sell
506,904
-199,564
-28% -$8.34M 0.73% 51
2021
Q4 		$32.5M Sell
706,468
-8,607
-1% -$400K 0.97% 39
2021
Q3 		$33.8M Sell
715,075
-553,319
-44% -$27.7M 1.05% 32
2021
Q2 		$61.4M Buy
1,268,394
+481,588
+61% +$23.5M 1.83% 15
2021
Q1 		$33.6M Buy
786,806
+172,613
+28% +$7.16M 1.08% 34
2020
Q4 		$25.3M Buy
+614,193
New +$22.3M 0.84% 54
2015
Q3 		– Sell
-393
Closed -$6K – 104
2015
Q2 		$6K Buy
+393
New +$6.37K ﹤0.01% 88

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Hood River Capital Management increased its XPO (XPO) stake by 12% in Q2 2026, buying an estimated $29.1M and bringing the position to 1,297,453 shares worth $266M. The position accounts for 1.93% of the portfolio, ranked #7.

Hood River Capital Management first reported a position in XPO in Q2 2015 and has held it in 21 quarters since. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Hood River Capital Management held 1,297,453 shares of XPO worth $266M as of Q2 2026.
  • Hood River Capital Management bought 137,623 XPO shares in Q2 2026, an estimated $29.1M.
  • XPO made up 1.93% of Hood River Capital Management's portfolio in Q2 2026, its #7 holding.
  • Hood River Capital Management first reported a position in XPO in Q2 2015 and has held it in 21 quarters since.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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