Durable Capital Partners LP: XPO INC (XPO): Quarterly 13F Position History
As of Q1 2026, Durable Capital Partners LP reported 2,935,934 shares of XPO INC (XPO), worth $571.2M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: 1,013,166 (-25.7%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 2,935,934Shares Held (Latest Filing)
- $571.2MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- 1,013,166Quarter-over-Quarter Share Change
- +$34.5MQuarter-over-Quarter Value Change
- 4,331,280Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,935,934 | 1,013,166 | -25.7% | $571.2M | 5.9% | $194.6 |
| Q4 2025 | 3,949,100 | 382,180 | -8.8% | $536.7M | 5.1% | $135.9 |
| Q3 2025 | 4,331,280 | +736,224 | +20.5% | $559.9M | 4.1% | $129.3 |
| Q2 2025 | 3,595,056 | +1,589,759 | +79.3% | $454.0M | 3.4% | $126.3 |
| Q1 2025 | 2,005,297 | +1,426,394 | +246.4% | $215.7M | 1.9% | $107.6 |
| Q4 2024 | 578,903 | — | — | $75.9M | 0.6% | $131.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Durable Capital Partners LP first disclose a XPO position in 13F-HR filings?
Durable Capital Partners LP first reported XPO INC (XPO) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Durable Capital Partners LP's most recent quarter-over-quarter share-count change in XPO?
Between Q4 2025 and Q1 2026, Durable Capital Partners LP reduced its XPO position by 1,013,166 shares (-25.7%), leaving 2,935,934 shares at a market value of $571.2M.
Does the implied price-per-share represent Durable Capital Partners LP's cost basis in XPO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.