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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 		$19.4M Buy
382,800
+232,200
+154% +$12M ﹤0.01% 2499
2026
Q1 		$7.81M Buy
150,600
+107,500
+249% +$6.16M ﹤0.01% 3492
2025
Q4 		$2.27M Sell
43,100
-42,300
-50% -$2.22M ﹤0.01% 5379
2025
Q3 		$4.52M Sell
85,400
-66,100
-44% -$3.4M ﹤0.01% 4247
2025
Q2 		$7.38M Buy
151,500
+55,300
+57% +$2.2M ﹤0.01% 3294
2025
Q1 		$3.76M Sell
96,200
-299,100
-76% -$12.5M ﹤0.01% 4200
2024
Q4 		$17.2M Buy
395,300
+357,500
+946% +$19.7M ﹤0.01% 2004
2024
Q3 		$1.97M Buy
37,800
+24,300
+180% +$1.23M ﹤0.01% 5299
2024
Q2 		$682K Sell
13,500
-1,200
-8% -$60.6K ﹤0.01% 7493
2024
Q1 		$790K Sell
14,700
-211,800
-94% -$11.4M ﹤0.01% 7435
2023
Q4 		$13.9M Buy
226,500
+209,400
+1,225% +$11.7M ﹤0.01% 2221
2023
Q3 		$1M Sell
17,100
-50,900
-75% -$3.18M ﹤0.01% 6627
2023
Q2 		$4.27M Buy
68,000
+60,500
+807% +$3.39M ﹤0.01% 3774
2023
Q1 		$378K Sell
7,500
-4,000
-35% -$199K ﹤0.01% 9204
2022
Q4 		$491K Sell
11,500
-27,700
-71% -$1.11M ﹤0.01% 7913
2022
Q3 		$1.37M Sell
39,200
-24,200
-38% -$1.07M ﹤0.01% 5798
2022
Q2 		$2.74M Buy
63,400
+47,400
+296% +$2.62M ﹤0.01% 4239
2022
Q1 		$1.14M Sell
16,000
-24,000
-60% -$1.92M ﹤0.01% 6793
2021
Q4 		$3.63M Sell
40,000
-55,600
-58% -$5M ﹤0.01% 4308
2021
Q3 		$7.5M Buy
+95,600
New +$7.5M ﹤0.01% 3289

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.