SEC 13F Intelligence

Hood River Capital Management LLC / XPO

Hood River Capital Management LLC’s Xpo Inc Position

Does Hood River Capital Management LLC own Xpo Inc (XPO)? Yes1.16M shares worth $226M (+2.26% of its 13F portfolio) as of Q1 2026, up from 1.15M shares the prior filed quarter.

Position Value
$226M
Q1 2026
Shares
1.16M
% of Portfolio
+2.26%
Quarters Held
19
currently held

Position History XPO

Reported value by quarter
Q4 ’20: $25MQ4 ’20Q1 ’21: $34MQ2 ’21: $61MQ3 ’21: $34MQ3 ’21Q4 ’21: $33MQ1 ’22: $22MQ2 ’22: $8MQ2 ’22Q2 ’23: $24MQ3 ’23: $48MQ4 ’23: $63MQ4 ’23Q1 ’24: $94MQ2 ’24: $62MQ3 ’24: $83MQ3 ’24Q4 ’24: $105MQ1 ’25: $86MQ2 ’25: $127MQ2 ’25Q3 ’25: $146MQ4 ’25: $156MQ1 ’26: $226MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.16M$226M+2.26%
Q4 20251.15M$156M+1.71%
Q3 20251.13M$146M+1.72%
Q2 20251.01M$127M+1.78%
Q1 2025794.8K$86M+1.46%
Q4 2024798.5K$105M+1.55%
Q3 2024770.1K$83M+1.34%
Q2 2024584.2K$62M+1.28%
Q1 2024768.0K$94M+2.09%
Q4 2023718.4K$63M+1.73%
Q3 2023642.3K$48M+1.54%
Q2 2023411.4K$24M+0.72%
Q2 2022161.3K$8M+0.31%
Q1 2022301.2K$22M+0.73%
Q4 2021419.8K$33M+0.97%
Q3 2021424.9K$34M+1.05%
Q2 2021438.7K$61M+1.83%
Q1 2021272.1K$34M+1.08%
Q4 2020212.4K$25M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hood River Capital Management LLC’s full portfolio or all institutional holders of XPO.