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Waratah Capital Advisors’s XPO XPO Stock Holding History

Waratah Capital Advisors’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28,046
Closed -$5.46M – 186
2026
Q1 		$5.46M Buy
28,046
+25,613
+1,053% +$4.59M 0.21% 73
2025
Q4 		$331K Sell
2,433
-100,920
-98% -$13.7M 0.01% 150
2025
Q3 		$13.4M Sell
103,353
-33,762
-25% -$4.38M 0.24% 54
2025
Q2 		$17.3M Sell
137,115
-47,520
-26% -$5.33M 0.46% 45
2025
Q1 		$19.9M Buy
184,635
+47,239
+34% +$6M 0.53% 39
2024
Q4 		$18M Sell
137,396
-16,661
-11% -$2.25M 0.61% 50
2024
Q3 		$16.6M Buy
154,057
+4,203
+3% +$470K 0.33% 50
2024
Q2 		$15.9M Sell
149,854
-13,279
-8% -$1.49M 0.58% 45
2024
Q1 		$19.9M Buy
163,133
+52,765
+48% +$5.65M 0.6% 48
2023
Q4 		$9.67M Buy
110,368
+60,368
+121% +$4.92M 0.19% 63
2023
Q3 		$3.73M Buy
+50,000
New +$3.45M 0.05% 94
2014
Q2 		– Sell
-623,168
Closed -$6.34M – 93
2014
Q1 		$6.34M Sell
623,168
-30,773
-5% -$307K 3.49% 10
2013
Q4 		$5.95M Buy
+653,941
New +$5.04M 2.28% 16

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waratah Capital Advisors's XPO Position: Q2 2026 in Review

Waratah Capital Advisors sold out of XPO (XPO) in Q2 2026, closing a stake of 28,046 shares — an estimated $5.46M sold.

Waratah Capital Advisors first reported a position in XPO in Q4 2013 and held it in 13 quarters. The position peaked at $19.9M in Q1 2024. 750 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Waratah Capital Advisors reported no remaining XPO position as of Q2 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 28,046 XPO shares in Q2 2026, an estimated $5.46M.
  • Waratah Capital Advisors first reported a position in XPO in Q4 2013 and held it in 13 quarters.
  • Waratah Capital Advisors's XPO position peaked at $19.9M in Q1 2024.
  • 750 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.