MFN Partners’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.03B | Sell |
9,869,691
-1,555,678
| -14% | -$329M | 41.91% | 1 |
|
|
2026
Q1 | $2.22B | Hold |
11,425,369
| – | – | 46.55% | 1 |
|
|
2025
Q4 | $1.55B | Hold |
11,425,369
| – | – | 32.82% | 1 |
|
|
2025
Q3 | $1.48B | Hold |
11,425,369
| – | – | 29.83% | 1 |
|
|
2025
Q2 | $1.44B | Hold |
11,425,369
| – | – | 30.88% | 1 |
|
|
2025
Q1 | $1.23B | Hold |
11,425,369
| – | – | 28.89% | 1 |
|
|
2024
Q4 | $1.5B | Hold |
11,425,369
| – | – | 29.51% | 1 |
|
|
2024
Q3 | $1.23B | Hold |
11,425,369
| – | – | 24.22% | 1 |
|
|
2024
Q2 | $1.21B | Sell |
11,425,369
-1,250,000
| -10% | -$140M | 41.12% | 1 |
|
|
2024
Q1 | $1.55B | Hold |
12,675,369
| – | – | 43.9% | 1 |
|
|
2023
Q4 | $1.11B | Hold |
12,675,369
| – | – | 35.72% | 1 |
|
|
2023
Q3 | $946M | Hold |
12,675,369
| – | – | 31.77% | 1 |
|
|
2023
Q2 | $748M | Hold |
12,675,369
| – | – | 24.28% | 1 |
|
|
2023
Q1 | $404M | Hold |
12,675,369
| – | – | 18.28% | 1 |
|
|
2022
Q4 | $422M | Sell |
12,675,369
-8,657,277
| -41% | -$292M | 18.61% | 1 |
|
|
2022
Q3 | $564M | Buy |
21,332,646
+2,617,938
| +14% | +$81.5M | 25.58% | 1 |
|
|
2022
Q2 | $536M | Buy |
18,714,708
+6,596,487
| +54% | +$210M | 24.24% | 1 |
|
|
2022
Q1 | $524M | Buy |
12,118,221
+4,922,775
| +68% | +$206M | 18.15% | 1 |
|
|
2021
Q4 | $331M | Buy |
7,195,446
+1,178,100
| +20% | +$54.7M | 13.01% | 1 |
|
|
2021
Q3 | $285M | Buy |
6,017,346
+2,329,752
| +63% | +$117M | 13.04% | 2 |
|
|
2021
Q2 | $178M | Buy |
3,687,594
+335,237
| +10% | +$16.4M | 9.58% | 5 |
|
|
2021
Q1 | $143M | Hold |
3,352,357
| – | – | 10.61% | 4 |
|
|
2020
Q4 | $138M | Hold |
3,352,357
| – | – | 12.19% | 4 |
|
|
2020
Q3 | $98.2M | Hold |
3,352,357
| – | – | 8.02% | 6 |
|
|
2020
Q2 | $89.6M | Sell |
3,352,357
-3,006,949
| -47% | -$72M | 12.48% | 4 |
|
|
2020
Q1 | $107M | Buy |
6,359,306
+4,335,330
| +214% | +$116M | 14.18% | 3 |
|
|
2019
Q4 | $55.8M | Hold |
2,023,976
| – | – | 11.5% | 5 |
|
|
2019
Q3 | $50.1M | Sell |
2,023,976
-618,570
| -23% | -$14.3M | 7.49% | 6 |
|
|
2019
Q2 | $52.8M | Buy |
2,642,546
+197,872
| +8% | +$4.03M | 8.39% | 5 |
|
|
2019
Q1 | $45.4M | Buy |
2,444,674
+41,457
| +2% | +$796K | 7.33% | 7 |
|
|
2018
Q4 | $47.4M | Buy |
+2,403,217
| New | +$66.6M | 8.04% | 4 |
|
Other funds holding XPO
OAG
DCP
MFN Partners's XPO Position: Q2 2026 in Review
MFN Partners reduced its XPO (XPO) stake by 14% in Q2 2026, selling an estimated $329M and leaving 9,869,691 shares worth $2.03B. The position accounts for 41.91% of the portfolio, ranked #1.
MFN Partners first reported a position in XPO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.22B in Q1 2026. 748 funds tracked by Wall St. Rank hold XPO as of Q2 2026.
- MFN Partners held 9,869,691 shares of XPO worth $2.03B as of Q2 2026.
- MFN Partners sold 1,555,678 XPO shares in Q2 2026, an estimated $329M.
- XPO made up 41.91% of MFN Partners's portfolio in Q2 2026, its #1 holding.
- MFN Partners first reported a position in XPO in Q4 2018 and has held it in 31 quarters since.
- MFN Partners's XPO position peaked at $2.22B in Q1 2026.
- 748 funds tracked by Wall St. Rank held XPO as of Q2 2026.
Based on MFN Partners's 13F filing for Q2 2026, filed 12 Aug 2026.