1 tracked superinvestor hold XPO INC (XPO), worth $228M combined, led by Brian Berghuis. Smart money is trimming XPO as of the latest 13F filings.
Current price
$193.10
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$228M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing XPO: 1 funds trimmed versus 0 adding.
XPO INC (XPO) appears mainly in diversified and quant books here (1 funds, $228M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Brian Berghuis at 1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 1% | $228M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own XPO?
1 tracked funds hold XPO INC (XPO), the largest being Brian Berghuis (T. Rowe Price Mid-Cap Growth) at 1% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling XPO?
In the most recent 13F quarter, 0 tracked funds added or opened XPO and 1 trimmed it.
How much XPO do tracked funds hold?
Combined disclosed long exposure to XPO across tracked superinvestors is $228M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.