XPO Logistics, Inc. (NYSE:XPO) Q4 2025 Earnings Call Transcript
Operator: Welcome to the XPO Logistics, Inc. Fourth Quarter 2025 Earnings Conference Call and Webcast. My name is Shamali, and I will be your operator for today's call.
Xpo Inc. (XPO)
Market is closed
Sector: Transportation Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | MFN Partners Farhad Nanji And Michael Demichele | 11,425,369 | $1,552,821,901 | 32.99% | |
| 2. | Durable Capital Partners Henry Ellenbogen | 3,949,100 | $536,722,181 | -9% | 5.08% |
| 3. | Orbis Investment Management William B. Gray | 3,652,589 | $496,423,371 | +16% | 2.08% |
| 4. | D1 Capital Partners Daniel Sundheim | 2,035,042 | $276,582,558 | -19% | 2.58% |
| 5. | Cercano Management Chris Orndorff | 1,945,996 | $264,480,316 | 10.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $106.16 | 1,880 | $199,580.42 | 21,106 | 2025-03-13 | Filing | |
| $79.71 | 1,500 | $119,565.00 | 3,000 | 2023-11-06 | Filing | |
| $35.74 | 1,500 | $53,610.00 | 1,500 | 2023-03-10 | Filing | |
| $67.13 | 1,500 | $100,695.00 | 1,500 | 2020-05-12 | Filing | |
| $75.42 | 1,375 | $103,702.50 | 13,875 | 2019-09-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $135.04 | 3,250 | $438,869.93 | 5,875 | 2025-09-11 | Filing | |
| $104.52 | 1,875 | $195,975.00 | 6,965 | 2024-05-23 | Filing | |
| $115.04 | 50,000 | $5,752,000.00 | 11,425,369 | 2024-05-15 | Filing | |
| $114.60 | 28,762 | $3,296,125.20 | 11,475,369 | 2024-05-15 | Filing | |
| $112.85 | 1,171,238 | $132,174,208.30 | 11,504,131 | 2024-05-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,644,620 | $1,582,620,305 | 0.03% | |
| 2. | 11,157,329 | $1,516,433,642 | 0.28% | |
| 3. | 10,525,258 | $1,430,487,815 | 0.02% | |
| 4. | 10,473,404 | $1,423,443,118 | 0.19% | |
| 5. | 3,510,137 | $477,062,720 | 0.02% |
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