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Livermore
Livermore
ZHEN

Orbis Allan Gray Ltd

SEC CIK
0001663865
Latest filing
Aug 14, 2026

XPO holding history

XPO, Inc. in every 13F filed by Orbis Allan Gray Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XPO overviewAll 13F holders of XPOFull Q2 2026 holdings

Shares (Q2 2026)
3,402,819
Value
$698.6M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of XPO by Orbis Allan Gray Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,402,819$698.6M2.4%−6,273−0.2%ReducedHolders
Q1 20263,409,092$663.2M2.8%−243,497−6.7%ReducedHolders
Q4 20253,652,589$496.4M2.1%+499,220+15.8%AddedHolders
Q3 20253,153,369$407.6M1.7%+3,317+0.1%AddedHolders
Q2 20253,150,052$397.8M1.9%+452,891+16.8%AddedHolders
Q1 20252,697,161$290.2M1.7%−294,230−9.8%ReducedHolders
Q4 20242,991,391$392.3M2.1%−850,008−22.1%ReducedHolders
Q3 20243,841,399$413.0M2.2%−321,278−7.7%ReducedHolders
Q2 20244,162,677$441.9M2.8%−134,662−3.1%ReducedHolders
Q1 20244,297,339$524.4M3.1%−1,353,403−24.0%ReducedHolders
Q4 20235,650,742$494.9M3.1%−384,389−6.4%ReducedHolders
Q3 20236,035,131$450.6M3.2%−1,804,239−23.0%ReducedHolders
Q2 20237,839,370$462.5M3.3%−1,911,245−19.6%ReducedHolders
Q1 20239,750,615$311.0M2.4%−241,658−2.4%ReducedHolders
Q4 20229,992,273$332.6M2.6%−105,398−1.0%ReducedHolders
Q3 202210,097,671$449.5M3.7%−87,467−0.9%ReducedHolders
Q2 202210,185,138$490.5M3.9%−13,682−0.1%ReducedHolders
Q1 202210,198,820$742.5M5.4%−905,253−8.2%ReducedHolders
Q4 202111,104,073$859.8M6.4%+137,255+1.3%AddedHolders
Q3 202110,966,818$872.7M6.0%−230,640−2.1%ReducedHolders
Q2 202111,197,458$1.57B9.9%−1,610,719−12.6%ReducedHolders
Q1 202112,808,177$1.58B11.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.