Khrom Capital Management LLC: GXO LOGISTICS INCORPORATED (GXO): Quarterly 13F Position History
As of Q1 2026, Khrom Capital Management LLC reported 1,988,383 shares of GXO LOGISTICS INCORPORATED (GXO), worth $103.1M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: + 772,010 (+63.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,988,383Shares Held (Latest Filing)
- $103.1MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- +772,010Quarter-over-Quarter Share Change
- +$39.1MQuarter-over-Quarter Value Change
- 1,988,383Peak Reported Shares (Historical)
Recent initiation: Khrom Capital Management LLC first reported GXO on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,988,383 | +772,010 | +63.5% | $103.1M | 9.4% | $51.9 |
| Q4 2025 | 1,216,373 | — | — | $64.0M | 6.7% | $52.6 |
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 Khrom Capital Management LLC first disclose a GXO position in 13F-HR filings?
Khrom Capital Management LLC first reported GXO LOGISTICS INCORPORATED (GXO) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Khrom Capital Management LLC's most recent quarter-over-quarter share-count change in GXO?
Between Q4 2025 and Q1 2026, Khrom Capital Management LLC added 772,010 shares of GXO (+63.5%), bringing the total reported position to 1,988,383 shares at a market value of $103.1M.
Does the implied price-per-share represent Khrom Capital Management LLC's cost basis in GXO?
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.