Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  XPO, Inc. (XPO)
← All XPO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,935,934 5.88 Reduce 25.66% 1.30 $135.14–220.50 · VW $182.57i $571,185,960 SEC
2025   Q4 3,949,100 5.08 Reduce 8.82% 0.37 $121.48–154.85 · VW $138.12i $536,722,181 SEC
2025   Q3 4,331,280 4.15 Add 20.48% 0.71 $116.68–141.57 · VW $128.23i $559,904,566 SEC
2025   Q2 3,595,056 3.44 Add 79.28% 1.52 $85.06–129.34 · VW $110.86i $454,019,622 SEC
2025   Q1 2,005,297 1.93 Add 246.40% 1.37 $103.31–155.08 · VW $125.37i $215,729,851 SEC
2024   Q4 578,903 0.62 Buy 0.62 $103.94–161.00 · VW $136.08i $75,923,128 SEC
Price snapshot:
Current price$209.45
Avg. buy price$121.28
+/- since buy72.69%
52-week low$116.68
52-week high$232.05