# XPO Logistics (XPO): value investors who own it | moatshark

3 value investors held XPO Logistics in their Q3 2026 13F, led by Southeastern Asset Management, Polen Capital Management, First Eagle Investment…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Southeastern Asset Management | 0.1% | $1.3m | Unchanged | 19 |
| Polen Capital Management | 0.0% | $697k | New | 1 |
| First Eagle Investment Management | 0.0% | $674k | Trimmed -11% | 18 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-01 | Bates David J. | Chief Operating Officer | Sold | 900 | $161k |
| 2026-10-01 | Wismans Kyle | Chief Financial Officer | Sold | 750 | $132k |
| 2026-10-01 | Bates David J. | Chief Operating Officer | Sold | 715 | $128k |
| 2026-10-01 | Bates David J. | Chief Operating Officer | Sold | 700 | $123k |
| 2026-10-01 | Bates David J. | Chief Operating Officer | Sold | 300 | $53k |
| 2026-09-14 | Bates David J. | Chief Operating Officer | Sold | 1500 | $269k |
| 2026-09-14 | Wismans Kyle | Chief Financial Officer | Sold | 750 | $134k |
| 2026-09-14 | Bates David J. | Chief Operating Officer | Sold | 515 | $93k |
| 2026-09-14 | Bates David J. | Chief Operating Officer | Sold | 400 | $71k |
| 2026-09-14 | Bates David J. | Chief Operating Officer | Sold | 200 | $35k |
| 2026-08-11 | Brown Christopher Michael | Chief Accounting Officer | Sold | 2500 | $508k |
| 2026-08-11 | Brown Christopher Michael | Chief Accounting Officer | Sold | 1250 | $250k |
| 2026-08-10 | Brown Christopher Michael | Chief Accounting Officer | Sold | 1250 | $252k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/xpo). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.