Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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 6,336 0.06 Reduce 51.31% 0.04 $135.14–220.50 · VW $182.57i $1,232,669 SEC
2025   Q4 13,012 0.08 Reduce 18.57% 0.02 $121.48–154.85 · VW $138.12i $1,768,461 SEC
2025   Q3 15,980 0.11 $129.27 $2,065,735 SEC
2025   Q2 15,980 0.10 $126.29 $2,018,115 SEC
2025   Q1 15,980 0.09 $107.58 $1,719,128 SEC
2024   Q4 15,980 0.10 $131.15 $2,095,777 SEC
2024   Q3 15,980 0.08 $107.51 $1,718,010 SEC
2024   Q2 15,980 0.07 Add 22.81% 0.01 $97.10–130.51 · VW $109.81i $1,696,277 SEC
2024   Q1 13,012 0.06 Reduce 13.26% <0.01 $80.26–129.43 · VW $105.68i $1,587,854 SEC
2023   Q4 15,001 0.05 Reduce 6.76% <0.01 $65.80–90.84 · VW $80.13i $1,313,938 SEC
2023   Q3 16,089 0.04 $74.66 $1,201,205 SEC
2023   Q2 16,089 0.03 $59.00 $949,251 SEC
2023   Q1 16,089 0.02 $31.90 $513,239 SEC
2022   Q4 16,089 0.02 Reduce 40.58% <0.01 $26.16–40.63 · VW $33.14i $535,603 SEC
2022   Q3 27,078 0.02 $26.44 $716,000 SEC
2022   Q2 27,078 0.02 Add 8.28% <0.01 $26.89–43.61 · VW $32.40i $775,000 SEC
2022   Q1 25,008 0.02 Add 30.31% <0.01 $35.19–47.31 · VW $41.40i $1,082,000 SEC
2021   Q4 19,191 0.01 Buy 0.01 $40.12–52.29 · VW $46.35i $883,000 SEC
Price snapshot:
Current price$209.45
Avg. buy price$55.62
+/- since buy276.58%
52-week low$116.68
52-week high$232.05