XPO LOGISTICS INC

Ticker: XPO CUSIP: 983793100 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (68)

Increased Positions (177)

Orbis Allan Gray Ltd
Value ($000) $496,423 (+21.8%) Shares 3,652,589 (+15.8%)
Greenstone Partners & Co., LLC
Value ($000) $26,326 (+6.9%) Shares 193,703 (+1.7%)
K.J. Harrison & Partners Inc
Value ($000) $3,805 (+500.0%) Shares 28,000 (+460.0%)
Holocene Advisors, LP
Value ($000) $165,249 (+252.7%) Shares 1,215,870 (+235.5%)
Hood River Capital Management LLC
Value ($000) $156,154 (+7.1%) Shares 1,148,950 (+1.9%)
Gilman Hill Asset Management, LLC
Value ($000) $6,254 (+17.7%) Shares 46,015 (+11.9%)
BESSEMER GROUP INC
Value ($000) $152 (+241822.2%) Shares 1,121,419 (+228761.0%)
CASTLEARK MANAGEMENT LLC
Value ($000) $7,376 (+168.9%) Shares 54,269 (+155.8%)
Jain Global LLC
Value ($000) $20,681 (+300.2%) Shares 152,165 (+280.6%)
XTX Topco Ltd
Value ($000) $3,290 (+241.0%) Shares 24,204 (+224.3%)
BRANT POINT INVESTMENT MANAGEMENT LLC
Value ($000) $1,359 (+110.3%) Shares 10,000 (+100.0%)
Clearbridge Investments, LLC
Value ($000) $403,684 (+15.3%) Shares 2,970,231 (+9.7%)
FOX RUN MANAGEMENT, L.L.C.
Value ($000) $1,364 (+40.7%) Shares 10,037 (+33.8%)
PICTON MAHONEY ASSET MANAGEMENT
Value ($000) $24,949 (+127056.6%) Shares 183,573 (+20.9%)
Bayforest Capital Ltd
Value ($000) $125 (+390.5%) Shares 919 (+366.5%)
WESTFIELD CAPITAL MANAGEMENT CO LP
Value ($000) $98,428 (+9.6%) Shares 724,214 (+4.2%)
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
Value ($000) $22,547 (+198.4%) Shares 165,895 (+183.8%)
Oliver Luxxe Assets LLC
Value ($000) $3,242 (+10.0%) Shares 23,852 (+4.7%)
TUDOR INVESTMENT CORP ET AL
Value ($000) $15,736 (+294.9%) Shares 115,784 (+275.6%)
Baird Financial Group, Inc.
Value ($000) $29,510 (+80.9%) Shares 217,132 (+72.1%)

Decreased Positions (162)

D1 Capital Partners L.P.
Value ($000) $276,583 (-14.6%) Shares 2,035,042 (-18.8%)
Durable Capital Partners LP
Value ($000) $536,722 (-4.1%) Shares 3,949,100 (-8.8%)
Empirical Capital Management, LLC
Value ($000) $5 (-22.2%) Shares 37,000 (-26.0%)
Gallo Partners, LP
Value ($000) $3,219 (-18.5%) Shares 23,684 (-22.5%)
One Madison Group LLC
Value ($000) $49,453 (-4.4%) Shares 363,866 (-9.0%)
Redmond Asset Management, LLC
Value ($000) $7,460 (-23.9%) Shares 54,890 (-27.6%)
Forest Avenue Capital Management LP
Value ($000) $63,478 (-0.3%) Shares 467,057 (-5.1%)
Lagoda Investment Management, L.P.
Value ($000) $9,332 (+0.3%) Shares 68,665 (-4.6%)
HAWK RIDGE CAPITAL MANAGEMENT LP
Value ($000) $26,365 (-24.3%) Shares 193,988 (-28.0%)
Findlay Park Partners LLP
Value ($000) $192,326 (-0.2%) Shares 1,415,100 (-5.1%)
FRONTIER CAPITAL MANAGEMENT CO LLC
Value ($000) $97,903 (-31.9%) Shares 720,353 (-35.2%)
FISHMAN JAY A LTD/MI
Value ($000) $40,547 (+4.1%) Shares 298,337 (-1.0%)
HighVista Strategies LLC
Value ($000) $1,729 (-36.5%) Shares 12,723 (-39.6%)
SHERBROOKE PARK ADVISERS LLC
Value ($000) $208 (-65.7%) Shares 1,527 (-67.4%)
Waratah Capital Advisors Ltd.
Value ($000) $331 (-97.5%) Shares 2,433 (-97.6%)
Maxi Investments CY Ltd
Value ($000) $1 (-57.1%) Shares 8,525 (-59.2%)
RICE HALL JAMES & ASSOCIATES, LLC
Value ($000) $29,788 (+3.1%) Shares 219,176 (-2.0%)
Game Creek Capital, LP
Value ($000) $4,621 (+2.1%) Shares 34,000 (-2.9%)
Bison Wealth, LLC
Value ($000) $1,275 (-48.8%) Shares 7,009 (-61.1%)
Capital Research Global Investors
Value ($000) $1,516,434 (-16.3%) Shares 11,157,329 (-20.4%)

Exited Positions (43)