What smart money is saying about GXO Logistics Inc.
1 fund in our archive has pitched GXO Logistics Inc., most recently AMG River Road Small Cap Value Fund in December 2024.
GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. The company provides warehousing and distribution, order fulfilment, e-commerce, and other supply chain services, as well as reverse logistics or returns management services. As of December 31, 2021, it operated in approximately 906 facilities. The company serves various customers in the e-commerce, omnichannel retail, consumer technology, food and beverage, industrial and manufacturing, and consumer packaged goods industries. GXO Logistics, Inc. was incorporated in 2021 and is headquartered in Greenwich, Connecticut.
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Position history
Between Q4 2024 and Q3 2026, 4 fund letters reported a position in GXO Logistics Inc., with 3 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q2 2025 | 1 | 1 | 0 | 0 |
| Q4 2024 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 4 moves
- September 2026
“In addition to the transactions discussed above, we initiated a new position in Danaher in the health care sector. We exited positions in Thermo Fisher Scientific, Gilead Sciences and Elanco Animal Health in the health care sector, Broadcom in the IT sector, Nestle and Celsius in the consumer staples sector, GXO Logistics and WESCO International in the industrials sector and Teck Resources in the materials sector.”
GXO Logistics Inc. - New positionAppleseedNovember 2025
“Appleseed Fund added a number of new names to the portfolio in the past twelve months, including Conagra (CAG), Chemours (CC), Easterly Government Properties (DEA), Diana Shipping (DSX), GXO Logistics (GXO), Lululemon (LULU), Standard Chartered (STAN-GB), Two Harbors (TWO), NICE Ltd. (NICE), and Wal-Mart de Mexico (WMMVY).”
GXO Logistics Inc. - New positionAMG River Road Focused Absolute Value FundJune 2025
Listed in AMG River Road Focused Absolute Value Fund’s reported holdings.
GXO Logistics Inc. - New positionAMG River Road Small Cap Value FundDecember 2024
“The largest new position added during the quarter was GXO Logistics Inc. (GXO).”
GXO Logistics Inc.
Fund coverage · 1 thesis
- AMG River Road Small Cap Value FundDecember 2024
GXO Logistics is a leading outsourced warehousing provider with a strong track record of growth and technology deployment, serving top-tier clients while maintaining high customer retention and stable revenue in a cyclical industry.
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