Comparable stake leader
ORBIS INVESTMENT MANAGEMENT LTD
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001929561.
Comparable stake leader
ORBIS INVESTMENT MANAGEMENT LTD
Disclosed value leader
ORBIS INVESTMENT MANAGEMENT LTD
Comparable rows
50/50
Latest evidence
31 Mar 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
|
21%
|
$557,062,042
34,686,304 shares
|
+$27,626,717 | 31 Mar 2026 |
| MFN Partners, LP |
13D/G
3/4/5
10%+ Owner
|
19%
|
$433,449,306
32,154,993 shares
|
$0 | 31 Dec 2024 |
| BlackRock, Inc. |
13F
13D/G
Company
|
14%
from 13D/G
|
$353,305,153
24,165,879 shares
|
— | 31 Mar 2026 |
| Finepoint Capital LP |
13F
13D/G
Company
|
5.7%
from 13D/G
|
$147,276,295
10,073,618 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.5%
|
$133,070,173
9,101,927 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$125,306,602
8,570,903 shares
|
$0 | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
|
2.9%
|
$71,286,266
4,711,584 shares
|
-$68,808,774 | 31 Dec 2025 |
| Orbis Allan Gray Ltd |
13F
Company
|
22%
|
$532,138,379
36,397,974 shares
|
— | 31 Mar 2026 |
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: +$6,590,921.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 532,276 | 0 | $6,387,312 | $0 | +$6,387,312 |
| 6-9 | 49,600 | 33,343 | $589,388 | $385,779 | +$203,609 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-18 of 18 reporting-owner rows connected to RXO, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| MFN Partners, LP | 10%+ Owner | $337,319,304 | +$6,387,312 | +1.9% | Filing P/S | 12 Feb 2026 |
| S. Jacobs Bradley | Director | $56,516,678 | Mixed | 02 Jan 2025 | ||
| Andrew M. Wilkerson | Chief Executive Officer, Director | $18,486,226 | +$149,422 | +0.81% | Mixed | 15 May 2026 |
| James E. Harris | Chief Financial Officer | $6,836,707 | Mixed | 22 Mar 2026 | ||
| Jeffrey D. Firestone | Chief Legal Officer | $4,291,429 | Mixed | 22 Mar 2026 | ||
| Troy A. Cooper | Director | $3,763,767 | +$88,243 | +2.4% | Mixed | 02 Jan 2026 |
| Adrian Kingshott | Director | $3,161,494 | +$100,513 | +3.3% | Mixed | 02 Jan 2026 |
| AnnaMaria DeSalva | Director | $1,438,561 | Mixed | 02 Jan 2024 | ||
| Thomas A. Szlosek | Director | $946,596 | +$251,210 | +36% | Mixed | 02 Jan 2026 |
| Jason S. Kerr | Chief Accounting Officer | $899,014 | -$385,779 | -30% | Mixed | 22 Mar 2026 |
| Michelle Nettles | Director | $738,444 | Mixed | 02 Jan 2026 | ||
| Mary E. Kissel | Director | $628,769 | Mixed | 02 Jan 2026 | ||
| Christine S. Breves | Director | $617,873 | Mixed | 02 Jan 2026 | ||
| Stephen M. Renna | Director | $574,897 | Mixed | 02 Jan 2026 | ||
| Daniel S. Morris | Chief Accounting Officer | $142,033 | Median | 15 May 2026 | ||
| Christopher J. Signorello | Treasurer, Director | Mixed | 17 Oct 2022 | |||
| XPO, Inc. | Director, 10%+ Owner | Mixed | 01 Nov 2022 | |||
| Ravi Tulsyan | Director | Mixed | 17 Oct 2022 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Andrew M. Wilkerson | RXO | Common Stock | Gift | 64.6% | 168,943 | 430,475 | 15 May 2026 | See footnote | ||
| Andrew M. Wilkerson | RXO | Common Stock | Gift | -95.6% | -168,943 | 7,775 | 15 May 2026 | Direct | ||
| Daniel S. Morris | RXO | Restricted Stock Unit | Award | 130.5% | 13,377 | 23,627 | 15 May 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Tax liability | -19.9% | -40,370 | 162,558 | 02 May 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Options Exercise | 84.5% | 92,931 | 202,928 | 02 May 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Restricted Stock Unit | Options Exercise | -14.6% | -92,931 | 545,481 | 02 May 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Tax liability | -17.2% | -22,923 | 109,997 | 22 Mar 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Options Exercise | 65.8% | 52,768 | 132,920 | 22 Mar 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Restricted Stock Unit | Options Exercise | -7.63% | -52,768 | 638,412 | 22 Mar 2026 | Direct | ||
| Jason S. Kerr | RXO | Common Stock | Tax liability | -1.79% | -882 | 48,443 | 22 Mar 2026 | Direct | ||
| Jason S. Kerr | RXO | Common Stock | Options Exercise | 4.29% | 2,030 | 49,325 | 22 Mar 2026 | Direct | ||
| Jason S. Kerr | RXO | Restricted Stock Unit | Options Exercise | -18.4% | -2,030 | 8,982 | 22 Mar 2026 | Direct | ||
| James E. Harris | RXO | Common Stock | Tax liability | -4.16% | -5,643 | 130,131 | 22 Mar 2026 | Direct | ||
| James E. Harris | RXO | Common Stock | Options Exercise | 10.6% | 12,989 | 135,774 | 22 Mar 2026 | Direct | ||
| James E. Harris | RXO | Restricted Stock Unit | Options Exercise | -5.14% | -12,989 | 239,655 | 22 Mar 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Common Stock | Tax liability | -4.74% | -5,114 | 102,732 | 22 Mar 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Common Stock | Options Exercise | 12.2% | 11,771 | 107,846 | 22 Mar 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Restricted Stock Unit | Options Exercise | -8.03% | -11,771 | 134,894 | 22 Mar 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Tax liability | -22.3% | -22,990 | 80,152 | 28 Feb 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Options Exercise | 105.4% | 52,923 | 103,142 | 28 Feb 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Restricted Stock Unit | Options Exercise | -7.11% | -52,923 | 691,180 | 28 Feb 2026 | Direct | ||
| Jason S. Kerr | RXO | Common Stock | Tax liability | -2.06% | -993 | 47,295 | 28 Feb 2026 | Direct | ||
| Jason S. Kerr | RXO | Common Stock | Options Exercise | 4.4% | 2,036 | 48,288 | 28 Feb 2026 | Direct | ||
| Jason S. Kerr | RXO | Restricted Stock Unit | Options Exercise | -15.6% | -2,036 | 11,012 | 28 Feb 2026 | Direct | ||
| James E. Harris | RXO | Common Stock | Tax liability | -4.41% | -5,660 | 122,785 | 28 Feb 2026 | Direct | ||
| James E. Harris | RXO | Common Stock | Options Exercise | 11.3% | 13,028 | 128,445 | 28 Feb 2026 | Direct | ||
| James E. Harris | RXO | Restricted Stock Unit | Options Exercise | -4.9% | -13,028 | 252,644 | 28 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Common Stock | Tax liability | -3.89% | -3,891 | 96,075 | 28 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Common Stock | Options Exercise | 9.84% | 8,957 | 99,966 | 28 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Restricted Stock Unit | Options Exercise | -5.76% | -8,957 | 146,665 | 28 Feb 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Restricted Stock Unit | Award | 41.7% | 219,003 | 744,103 | 24 Feb 2026 | Direct | ||
| James E. Harris | RXO | Restricted Stock Unit | Award | 25.5% | 53,908 | 265,672 | 24 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Restricted Stock Unit | Award | 31.3% | 37,062 | 155,622 | 24 Feb 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Tax liability | -41.3% | -35,379 | 50,219 | 23 Feb 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Common Stock | Options Exercise | 1709.3% | 80,867 | 85,598 | 23 Feb 2026 | Direct | ||
| Andrew M. Wilkerson | RXO | Restricted Stock Unit | Options Exercise | -13.4% | -80,867 | 525,100 | 23 Feb 2026 | Direct | ||
| Jason S. Kerr | RXO | Common Stock | Tax liability | -5.25% | -2,563 | 46,252 | 23 Feb 2026 | Direct | ||
| Jason S. Kerr | RXO | Common Stock | Options Exercise | 12.1% | 5,257 | 48,815 | 23 Feb 2026 | Direct | ||
| Jason S. Kerr | RXO | Restricted Stock Unit | Options Exercise | -28.7% | -5,257 | 13,048 | 23 Feb 2026 | Direct | ||
| James E. Harris | RXO | Common Stock | Tax liability | -7.83% | -9,808 | 115,417 | 23 Feb 2026 | Direct | ||
| James E. Harris | RXO | Common Stock | Options Exercise | 21.1% | 21,834 | 125,225 | 23 Feb 2026 | Direct | ||
| James E. Harris | RXO | Restricted Stock Unit | Options Exercise | -9.35% | -21,834 | 211,764 | 23 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Common Stock | Tax liability | -7.5% | -7,384 | 91,009 | 23 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Common Stock | Options Exercise | 19.7% | 16,174 | 98,393 | 23 Feb 2026 | Direct | ||
| Jeffrey D. Firestone | RXO | Restricted Stock Unit | Options Exercise | -12% | -16,174 | 118,560 | 23 Feb 2026 | Direct | ||
| MFN Partners, LP | RXO | Common Stock | Purchase | 1.93% | $6,387,312 | $12.00 | 532,276 | 28,109,942 | 12 Feb 2026 | Direct |
| Thomas A. Szlosek | RXO | Restricted Stock Unit | Award | 53.1% | 14,517 | 41,844 | 02 Jan 2026 | Direct | ||
| Stephen M. Renna | RXO | Common Stock | Options Exercise | 33.5% | 7,745 | 30,875 | 02 Jan 2026 | Direct | ||
| Stephen M. Renna | RXO | Restricted Stock Unit | Award | 14,517 | 14,517 | 02 Jan 2026 | Direct | |||
| Stephen M. Renna | RXO | Restricted Stock Unit | Options Exercise | -100% | -7,745 | 0 | 02 Jan 2026 | Direct |