Affinity Partners GP LP QXO — QXO INC

Ownership history in Affinity Partners GP LP  ·  6 quarters on record

AI Ownership Summary

Affinity Partners GP LP reported QXO INC (QXO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 100.0% in 2024 Q4. The latest visible filing shows QXO at 100.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Affinity Partners GP LP's position in QXO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QXO was reported at 100.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
100.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QXO stock page Affinity Partners GP LP fund profile Affinity Partners GP LP full holdings
How Affinity Partners GP LP held QXO — position size vs. price
% of Fund (quarterly)    QXO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 32,686,065 — 0% 100.00% $634.8M 2026-05-12 $17.74
2025 Q4 ADDED — — — 32,686,065 +14,523 +0.0% 100.00% $630.5M 2026-02-13 $27.07
2025 Q3 UNCHANGED — — — 32,671,542 — 0% 100.00% $622.7M 2025-11-14 $17.48
2025 Q2 ADDED — — — 32,671,542 +16,260,163 +99.1% 100.00% $703.7M 2025-08-14 $21.02
2025 Q1 UNCHANGED — — — 16,411,379 — 0% 100.00% $222.2M 2025-05-15 $16.27
2024 Q4 INITIATED — — — 16,411,379 — — 100.00% $260.9M 2025-03-07 $13.38

🏢 Other funds also holding QXO

As of 2026 Q1 — sorted by position size

MTCO Ltd. 78.9% Maniro Ltd 64.38% Alpha Wave Global, LP 3Y 7Y 59.92% HRTG GPE, LLC 3Y 7Y 33.12% Tsai Capital Corp 3Y 18.82% Finepoint Capital LP 3Y 7Y 13.78% Lionstone Capital Management LLC 3Y 7Y 10.97% Consulta Ltd 3Y 7Y 10.63% Catawba River Capital 3Y 10.59% MFN Partners Management, LP 3Y 7Y 9.54%

FAQ About Affinity Partners GP LP and QXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Affinity Partners GP LP reported owning QXO?

Affinity Partners GP LP reported QXO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported QXO position in Affinity Partners GP LP's portfolio?

The largest reported portfolio weight for QXO was 100.00% in 2024 Q4.

What is the latest reported QXO position on this page?

The most recent filing on this page is 2026 Q1, when Affinity Partners GP LP reported 32,686,065 shares, equal to 100.00% of portfolio, with an estimated market value of $634.8M.

What does the chart on this QXO ownership page compare?

The chart compares Affinity Partners GP LP's quarterly QXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Affinity Partners GP LP time their QXO position?

Based on 13F filing dates vs. subsequent QXO price moves, Affinity Partners GP LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on QXO relative to SPY over the holding period was +1.7%.

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