Mason Hawkins's XPO Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 13,012 shares of XPO, Inc. (XPO) worth $1.77 M, representing 0.08% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in XPO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 3,456 shares. Largest reduction occurred in Q4 2025, reducing 2,968 shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's XPO (XPO) Holding Value Over Time
Track share changes against reported price movement
Quarterly XPO (XPO) Trades by Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,968 | Reduce 18.57% | 13,012 | $135.91 |
| Q2 2024 | +2,968 | Add 22.81% | 15,980 | $106.15 |
| Q1 2024 | -1,989 | Reduce 13.26% | 13,012 | $122.03 |
| Q4 2023 | -1,088 | Reduce 6.76% | 15,001 | $87.59 |
| Q2 2022 | +1,230 | Add 8.28% | 16,089 | $48.17 |
| Q1 2022 | +3,456 | Add 30.31% | 14,859 | $72.82 |
| Q4 2021 | +11,403 | New Buy | 11,403 | $77.44 |
Mason Hawkins's XPO Investment FAQs
Mason Hawkins first purchased XPO, Inc. (XPO) in Q4 2021, acquiring 11,403 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held XPO, Inc. (XPO) for 17 quarters since Q4 2021.
Mason Hawkins's largest addition to XPO, Inc. (XPO) was in Q4 2021, adding 11,403 shares worth $883,000.
According to the latest 13F filing for Q4 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 13,012 shares of XPO, Inc. (XPO), valued at approximately $1.77 M.
As of the Q4 2025 filing, XPO, Inc. (XPO) represents approximately 0.08% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in XPO, Inc. (XPO) was 16,089 shares, as reported at the end of Q2 2022.