Comparable stake leader
ORBIS INVESTMENT MANAGEMENT LTD
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001852244.
Comparable stake leader
ORBIS INVESTMENT MANAGEMENT LTD
Disclosed value leader
ORBIS INVESTMENT MANAGEMENT LTD
Comparable rows
50/50
Latest evidence
14 Jul 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ORBIS INVESTMENT MANAGEMENT LTD |
13D/G
Orbis Investment Management Limited
|
11%
|
$682,310,994
12,961,835 shares
|
-$8,123,615 | 31 Dec 2025 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$311,913,993
6,015,699 shares
|
$0 | 31 Mar 2026 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
13D/G
13F
Company
|
5.2%
|
$304,402,192
6,003,988 shares
|
$0 | 14 Jul 2026 |
| Oren Shaffer |
3/4/5
Director
|
0.09%
|
$3,646,768
106,475 shares
|
— | 13 May 2025 |
| Richard Cawston |
3/4/5
Chief Revenue Officer
|
0.06%
|
$4,161,511
71,940 shares
mixed-class rows
|
— | 15 Jan 2026 |
| Karlis P. Kirsis |
3/4/5
Chief Legal Officer
|
0.05%
|
$2,830,738
52,229 shares
mixed-class rows
|
— | 01 Apr 2026 |
| Elizabeth Fogarty |
3/4/5
Chief Communications Officer
|
0.01%
|
$875,120
15,929 shares
mixed-class rows
|
— | 01 Apr 2026 |
| Joli L. Gross |
3/4/5
Director
|
0.01%
|
$448,127
13,084 shares
|
— | 13 May 2025 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$303,540.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 6,000 | 0 | $303,540 | $0 | +$303,540 |
Reporting owners
Showing 1-20 of 31 reporting-owner rows connected to GXO Logistics, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jacobs Private Equity, LLC | 10%+ Owner | $379,662,054 | Mixed | 13 Apr 2022 | ||
| S. Jacobs Bradley | Director | $58,247,673 | Mixed | 13 May 2025 | ||
| Jason D. Papastavrou | Director | $8,319,496 | Mixed | 13 May 2025 | ||
| Malcolm Wilson | Chief Executive Officer, Director | $4,536,014 | Mixed | 01 Apr 2025 | ||
| Richard Cawston | Chief Revenue Officer | $4,161,511 | Mixed | 15 Jan 2026 | ||
| Oren Shaffer | Director | $3,646,768 | Mixed | 13 May 2025 | ||
| Karlis P. Kirsis | Chief Legal Officer | $2,830,738 | Mixed | 01 Apr 2026 | ||
| Baris Oran | Chief Financial Officer | $2,186,215 | Mixed | 07 Mar 2026 | ||
| Paul Blanchett | Chief Accounting Officer | $1,507,541 | Mixed | 07 Mar 2026 | ||
| Marlene M. Colucci | Director | $1,447,029 | Mixed | 20 May 2026 | ||
| Elizabeth Fogarty | Chief Communications Officer | $875,120 | Mixed | 01 Apr 2026 | ||
| Todd C. Cooper | Director | $780,446 | +$303,540 | +64% | Mixed | 20 May 2026 |
| Maryclaire Hammond | Chief Human Resources Officer | $744,685 | Mixed | 08 Dec 2023 | ||
| Corinna Refsgaard | Chief Human Resources Officer | $594,739 | Mixed | 08 Apr 2026 | ||
| Matthew J. Fassler | Director | $559,668 | Mixed | 20 May 2026 | ||
| Kyle Wismans | Director | $551,165 | Mixed | 20 May 2026 | ||
| Joli L. Gross | Director | $448,127 | Mixed | 13 May 2025 | ||
| Clare Chatfield | Director | $429,666 | Mixed | 13 May 2025 | ||
| Gena L. Ashe | Director | $424,015 | Mixed | 13 May 2025 | ||
| Michael Kneeland | Director | $341,535 | Mixed | 20 May 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Christina Carvalho | GXO | Restricted Stock Units | Award | 21,309 | 21,309 | 14 Sep 2026 | Direct | |||
| Patrick Michael Kelleher | GXO | Common Stock | Tax liability | -46.3% | -4,604 | 5,331 | 20 Aug 2026 | Direct | ||
| Patrick Michael Kelleher | GXO | Common Stock | Options Exercise | 9,935 | 9,935 | 19 Aug 2026 | Direct | |||
| Patrick Michael Kelleher | GXO | Restricted Stock Units | Options Exercise | -33.3% | -9,935 | 19,870 | 19 Aug 2026 | Direct | ||
| Laura L. Bracken | GXO | Restricted Stock Units | Award | 2,991 | 2,991 | 01 Aug 2026 | Direct | |||
| Laura L. Bracken | GXO | Common Stock | Tax liability | -20.3% | -746 | 2,932 | 01 Jul 2026 | Direct | ||
| Laura L. Bracken | GXO | Common Stock | Options Exercise | 498% | 3,063 | 3,678 | 01 Jul 2026 | Direct | ||
| Laura L. Bracken | GXO | Restricted Stock Units | Options Exercise | -100% | -3,063 | 0 | 01 Jul 2026 | Direct | ||
| Kyle Wismans | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Matthew J. Fassler | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Todd C. Cooper | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Laura A. Wilkin | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Michael Kneeland | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Marlene M. Colucci | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Julio N. Nemeth | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Torsten Pilz | GXO | Restricted Stock Units | Award | 3,837 | 3,837 | 20 May 2026 | Direct | |||
| Patrick J. Byrne | GXO | Restricted Stock Units | Award | 4,847 | 4,847 | 20 May 2026 | Direct | |||
| Kyle Wismans | GXO | Common Stock | Options Exercise | 89.2% | 5,012 | 10,630 | 13 May 2026 | Direct | ||
| Kyle Wismans | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Todd C. Cooper | GXO | Common Stock | Options Exercise | 49.9% | 5,012 | 15,052 | 13 May 2026 | Direct | ||
| Todd C. Cooper | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Marlene M. Colucci | GXO | Common Stock | Options Exercise | 21.9% | 5,012 | 27,908 | 13 May 2026 | Direct | ||
| Marlene M. Colucci | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Matthew J. Fassler | GXO | Common Stock | Options Exercise | 86.7% | 5,012 | 10,794 | 13 May 2026 | Direct | ||
| Matthew J. Fassler | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Julio N. Nemeth | GXO | Common Stock | Options Exercise | 5,012 | 5,012 | 13 May 2026 | Direct | |||
| Julio N. Nemeth | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Patrick J. Byrne | GXO | Common Stock | Options Exercise | 3,265 | 3,265 | 13 May 2026 | Direct | |||
| Patrick J. Byrne | GXO | Restricted Stock Units | Options Exercise | -100% | -3,265 | 0 | 13 May 2026 | Direct | ||
| Michael Kneeland | GXO | Common Stock | Options Exercise | 79.4% | 2,915 | 6,587 | 13 May 2026 | Direct | ||
| Michael Kneeland | GXO | Restricted Stock Units | Options Exercise | -100% | -2,915 | 0 | 13 May 2026 | Direct | ||
| Laura A. Wilkin | GXO | Common Stock | Options Exercise | 5,012 | 5,012 | 13 May 2026 | Direct | |||
| Laura A. Wilkin | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Torsten Pilz | GXO | Common Stock | Options Exercise | 5,012 | 5,012 | 13 May 2026 | Direct | |||
| Torsten Pilz | GXO | Restricted Stock Units | Options Exercise | -100% | -5,012 | 0 | 13 May 2026 | Direct | ||
| Corinna Refsgaard | GXO | Common Stock | Tax liability | -23% | -2,222 | 7,437 | 08 Apr 2026 | Direct | ||
| Corinna Refsgaard | GXO | Common Stock | Options Exercise | 38.3% | 2,676 | 9,659 | 08 Apr 2026 | Direct | ||
| Corinna Refsgaard | GXO | Restricted Stock Units | Options Exercise | -50% | -2,676 | 2,675 | 08 Apr 2026 | Direct | ||
| Mark Suchinski | GXO | Restricted Stock Units | Award | 14,024 | 14,024 | 01 Apr 2026 | Direct | |||
| Elizabeth Fogarty | GXO | Common Stock | Tax liability | -2.66% | -435 | 15,929 | 01 Apr 2026 | Direct | ||
| Elizabeth Fogarty | GXO | Common Stock | Options Exercise | 6.07% | 937 | 16,364 | 01 Apr 2026 | Direct | ||
| Elizabeth Fogarty | GXO | Restricted Stock Units | Options Exercise | -100% | -937 | 0 | 01 Apr 2026 | Direct | ||
| Karlis P. Kirsis | GXO | Common Stock | Tax liability | -1.84% | -980 | 52,229 | 01 Apr 2026 | Direct | ||
| Karlis P. Kirsis | GXO | Common Stock | Options Exercise | 4.07% | 2,083 | 53,209 | 01 Apr 2026 | Direct | ||
| Karlis P. Kirsis | GXO | Restricted Stock Units | Options Exercise | -100% | -2,083 | 0 | 01 Apr 2026 | Direct | ||
| Paul Blanchett | GXO | Common Stock | Tax liability | -13.4% | -3,908 | 25,290 | 09 Mar 2026 | Direct | ||
| Baris Oran | GXO | Common Stock | Tax liability | -12.6% | -5,273 | 36,430 | 09 Mar 2026 | Direct | ||
| Karlis P. Kirsis | GXO | Common Stock | Tax liability | -10.9% | -6,240 | 51,126 | 09 Mar 2026 | Direct | ||
| Elizabeth Fogarty | GXO | Common Stock | Tax liability | -29% | -6,302 | 15,427 | 09 Mar 2026 | Direct | ||
| Corinna Refsgaard | GXO | Common Stock | Tax liability | -45.3% | -5,776 | 6,983 | 09 Mar 2026 | Direct |