QXO β€” QXO INC

Ownership history in Affinity Partners GP LP  Β·  5 quarters on record

AI Ownership Summary

Affinity Partners GP LP reported QXO INC (QXO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. 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
2025 Q4

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 2025 Q4

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.

How Affinity Partners GP LP held QXO β€” position size vs. price
% of Fund (quarterly)    QXO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 32,686,065 +14,523 +0.0% 100.00% $630.5M 2026-02-14 (Est.) $27.07
2025 Q3 UNCHANGED 32,671,542 β€” 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 β€” 0% 100.00% $222.2M 2025-05-15 $16.27
2024 Q4 INITIATED 16,411,379 β€” β€” 100.00% $260.9M 2025-03-07 $13.38

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 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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 2025 Q4, when Affinity Partners GP LP reported 32,686,065 shares, equal to 100.00% of portfolio, with an estimated market value of $630.5M.

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.

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