What smart money is saying about XPO Logistics
1 fund in our archive has pitched XPO Logistics — most recently Clearbridge Growth Strategy in September 2025.
XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company operates in two segments, North American LTL and Brokerage and Other Services. The North American LTL segment provides customers with less-than-truckload (LTL) services, such as geographic density and day-definite regional, inter-regional, and transcontinental LTL freight services. This segment also offers cross-border U.S. service to and from Mexico and Canada, as well as intra-Canada service. The Brokerage and Other Services segment offers last mile logistics for heavy goods sold through e-commerce, omnichannel retail, and direct-to-consumer channels, as well as other non-core brokered freight transportation modes. It provides its services to customers in various industries, such as industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. The company was incorporated in 2000 and is based in Greenwich, Connecticut.
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Position history
Between Q3 2025 and Q1 2026, 1 fund letter reported a position in XPO Logistics, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsVoss Value FundMarch 2026
“Position Updates Aer much private engagement, on March 4th we sent public letters to the boards of PAR, EEFT, and XPOF. Since that time, each company has taken action to address our key concerns. PAR has subsequently added Voss analyst Jon Hook as a Board Observer and issued formal quarterly guidance for the first time. We have recently added to our position as we expect the company’s growth could accelerate while simultaneously hitting a major inflection point in profitability and cash flow. At EEFT, we called attention to the lack of investor transparency and urgency on investor relations. EEFT subsequently held its first Analyst Day in over a decade, highlighting how they are an integrated international FinTech platform with sustainable growth in several new digital businesses. At XPOF we called for a full strategic review to address the significant valuation gap between the public market value of the stock and our estimate of the private market value of just one of its core brands, Club Pilates.”
XPO Logistics
Fund coverage · 1 thesis
- Clearbridge Growth StrategySeptember 2025
XPO is well-positioned for margin expansion through improved service levels and strategic leadership initiatives, even in a challenging freight environment.
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