Khrom Capital Management LLC: GXO LOGISTICS INCORPORATED (GXO): Quarterly 13F Position History
As of Q2 2026, Khrom Capital Management LLC reported 2,853,117 shares of GXO LOGISTICS INCORPORATED (GXO), worth $144.7M and representing 12.1% of its 13F equity book. Quarter-over-quarter share count change: + 864,734 (+43.5%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 2,853,117Shares Held (Latest Filing)
- $144.7MReported Market Value (Latest Filing)
- 12.1%Portfolio Weight (% of 13F Equity Book)
- +864,734Quarter-over-Quarter Share Change
- +$41.6MQuarter-over-Quarter Value Change
- 2,853,117Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,853,117 | +864,734 | +43.5% | $144.7M | 12.1% | $50.7 |
| 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 rather than 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 3 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 Q1 2026 and Q2 2026, Khrom Capital Management LLC added 864,734 shares of GXO (+43.5%), bringing the total reported position to 2,853,117 shares at a market value of $144.7M.
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.