North Peak Capital Management’s XPO XPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-891,284	Closed	-$17.8M	–	15
2019 Q2	$17.8M	Buy	+891,284	New	+$17.8M	10.02%	7
2019 Q1	–	Sell	-808,165	Closed	-$15.9M	–	13
2018 Q4	$15.9M	Buy	+808,165	New	+$15.9M	13.38%	2