Orbis Allan Gray Ltd’s Xpo Inc Position
Does Orbis Allan Gray Ltd own Xpo Inc (XPO)? Yes — 3.41M shares worth $663M (+2.80% of its 13F portfolio) as of Q1 2026, down from 3.65M shares the prior filed quarter.
Position Value
$663M
Q1 2026
Shares
3.41M
% of Portfolio
+2.80%
Quarters Held
30
currently held
Position History XPO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.41M | $663M | +2.80% |
| Q4 2025 | 3.65M | $496M | +2.08% |
| Q3 2025 | 3.15M | $408M | +1.75% |
| Q2 2025 | 3.15M | $398M | +1.93% |
| Q1 2025 | 2.70M | $290M | +1.66% |
| Q4 2024 | 2.99M | $392M | +2.11% |
| Q3 2024 | 3.84M | $413M | +2.19% |
| Q2 2024 | 4.16M | $442M | +2.75% |
| Q1 2024 | 4.30M | $524M | +3.14% |
| Q4 2023 | 5.65M | $495M | +3.11% |
| Q3 2023 | 6.04M | $451M | +3.24% |
| Q2 2023 | 7.84M | $463M | +3.31% |
| Q1 2023 | 9.75M | $311M | +2.45% |
| Q4 2022 | 9.99M | $333M | +2.64% |
| Q3 2022 | 10.10M | $450M | +3.69% |
| Q2 2022 | 10.19M | $491M | +3.95% |
| Q1 2022 | 10.20M | $742M | +5.42% |
| Q4 2021 | 11.10M | $860M | +6.36% |
| Q3 2021 | 10.97M | $873M | +5.99% |
| Q2 2021 | 11.20M | $1.6B | +9.90% |
| Q1 2021 | 12.81M | $1.6B | +11.29% |
| Q4 2020 | 13.98M | $1.7B | +12.07% |
| Q3 2020 | 16.18M | $1.4B | +10.78% |
| Q2 2020 | 17.35M | $1.3B | +10.09% |
| Q1 2020 | 17.85M | $870M | +8.29% |
| Q4 2019 | 18.74M | $1.5B | +10.42% |
| Q3 2019 | 20.76M | $1.5B | +10.97% |
| Q2 2019 | 21.42M | $1.2B | +8.92% |
| Q1 2019 | 21.42M | $1.2B | +7.81% |
| Q4 2018 | 20.35M | $1.2B | +8.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbis Allan Gray Ltd’s full portfolio or all institutional holders of XPO.