Dan Sundheim's D1 Capital completely sold its stake in XPO Inc. during the second quarter of 2026, liquidating 1.29 million shares valued at approximately $250.51 million. This disclosure, made in a quarterly 13F filing with the SEC, reflects investment changes as of June 30, 2026, and was publicly filed on August 14. The move is notable as XPO reported record financial results for the same quarter, with significant growth in revenue and earnings, beating analyst expectations.
As with all 13F filings, the reported exit reflects a past position and is not indicative of real-time trading activity. The sale represented a complete removal of what was a 2.23% portfolio weight for the major investment firm. D1 Capital has not publicly commented on the reasons for exiting its position in the logistics and transportation company.