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Jeff Yass’s GXO Logistics GXO Stock Holding History

Jeff Yass’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 		$10.9M Sell
215,600
-130,100
-38% -$6.74M ﹤0.01% 3263
2026
Q1 		$17.9M Buy
345,700
+60,200
+21% +$3.45M ﹤0.01% 2367
2025
Q4 		$15M Buy
285,500
+192,200
+206% +$10.1M ﹤0.01% 2536
2025
Q3 		$4.93M Sell
93,300
-224,200
-71% -$11.5M ﹤0.01% 4111
2025
Q2 		$15.5M Buy
317,500
+244,900
+337% +$9.76M ﹤0.01% 2302
2025
Q1 		$2.84M Sell
72,600
-80,200
-52% -$3.35M ﹤0.01% 4767
2024
Q4 		$6.65M Buy
152,800
+101,900
+200% +$5.61M ﹤0.01% 3179
2024
Q3 		$2.65M Buy
50,900
+6,400
+14% +$324K ﹤0.01% 4774
2024
Q2 		$2.25M Sell
44,500
-19,300
-30% -$974K ﹤0.01% 4872
2024
Q1 		$3.43M Sell
63,800
-246,200
-79% -$13.3M ﹤0.01% 4259
2023
Q4 		$19M Buy
310,000
+193,200
+165% +$10.8M ﹤0.01% 1870
2023
Q3 		$6.85M Buy
116,800
+40,400
+53% +$2.53M ﹤0.01% 3057
2023
Q2 		$4.8M Buy
76,400
+55,400
+264% +$3.11M ﹤0.01% 3608
2023
Q1 		$1.06M Sell
21,000
-64,100
-75% -$3.19M ﹤0.01% 6660
2022
Q4 		$3.63M Buy
85,100
+38,400
+82% +$1.54M ﹤0.01% 3722
2022
Q3 		$1.64M Buy
46,700
+15,100
+48% +$667K ﹤0.01% 5378
2022
Q2 		$1.37M Sell
31,600
-24,200
-43% -$1.34M ﹤0.01% 5769
2022
Q1 		$3.98M Sell
55,800
-12,100
-18% -$967K ﹤0.01% 4073
2021
Q4 		$6.17M Buy
67,900
+16,700
+33% +$1.5M ﹤0.01% 3404
2021
Q3 		$4.02M Buy
+51,200
New +$4.01M ﹤0.01% 4347

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

Jeff Yass's GXO Position: Q2 2026 in Review

Jeff Yass reduced its GXO Logistics (GXO) stake by 36% in Q2 2026, selling an estimated $349K and leaving 11,788 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #9485.

Jeff Yass first reported a position in GXO in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.38M in Q3 2021. 477 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Jeff Yass held 11,788 shares of GXO Logistics worth $598K as of Q2 2026.
  • Jeff Yass sold 6,747 GXO Logistics shares in Q2 2026, an estimated $349K.
  • GXO Logistics made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9485 holding.
  • Jeff Yass first reported a position in GXO Logistics in Q3 2021 and has held it in 18 quarters since.
  • Jeff Yass's GXO Logistics position peaked at $8.38M in Q3 2021.
  • 477 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.