IECM
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Intrinsic Edge Capital Management’s RXO RXO Stock Holding History

Intrinsic Edge 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 		$2.76M Buy
+100,000
New +$2.21M 0.29% 101

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 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

Intrinsic Edge Capital Management's RXO Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its RXO (RXO) stake by 36% in Q2 2026, buying an estimated $1.99M and bringing the position to 340,000 shares worth $9.38M. The position accounts for 0.97% of the portfolio, ranked #44.

Intrinsic Edge Capital Management first reported a position in RXO in Q3 2023 and has held it in 10 quarters since. The position peaked at $18.6M in Q4 2023. 304 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • Intrinsic Edge Capital Management held 340,000 shares of RXO worth $9.38M as of Q2 2026.
  • Intrinsic Edge Capital Management bought 90,000 RXO shares in Q2 2026, an estimated $1.99M.
  • RXO made up 0.97% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #44 holding.
  • Intrinsic Edge Capital Management first reported a position in RXO in Q3 2023 and has held it in 10 quarters since.
  • Intrinsic Edge Capital Management's RXO position peaked at $18.6M in Q4 2023.
  • 304 funds tracked by Wall St. Rank held RXO as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.