MFN Partners Management, LP QXO — QXO INC

Ownership history in MFN Partners Management, LP  ·  6 quarters on record

AI Ownership Summary

MFN Partners Management, LP reported QXO INC (QXO) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 21.62% in 2025 Q2. The latest visible filing shows QXO at 12.41% 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 MFN Partners Management, 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 12.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.62% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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.

QXO stock page MFN Partners Management, LP fund profile MFN Partners Management, LP full holdings
How MFN Partners Management, 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)
2025 Q4 REDUCED 20.8% +0.7% ❌ 30,277,326 -7,973,524 -20.8% 12.41% $584.0M 2026-02-14 (Est.) $27.07
2025 Q3 REDUCED 18.5% +10.4% ❌ 38,250,850 -8,657,851 -18.5% 14.72% $729.1M 2025-11-13 $17.49
2025 Q2 UNCHANGED — — — 46,908,701 — 0% 21.62% $1.01B 2025-08-08 $19.28
2025 Q1 UNCHANGED — — — 46,908,701 — 0% 14.93% $635.1M 2025-05-13 $15.73
2024 Q4 REDUCED 13.0% -14.8% ✅ 46,908,701 -7,000,000 -13.0% 14.69% $745.8M 2025-02-12 $13.40
2024 Q3 INITIATED — — — 53,908,701 — — 16.76% $850.1M 2024-11-13 $15.26

🏢 Other funds also holding QXO

As of 2026 Q1 — sorted by position size

MTCO Ltd. 78.9% Gainplan LLC 3Y 7Y 3.68% Exane Asset Management 3Y 7Y 2.17% FISHMAN JAY A LTD/MI 3Y 7Y 2.11% Wellington Shields Capital Management, LLC 3Y 7Y 1.95% AGMAN CAPITAL LLC 1.94% Lewis Asset Management, LLC 1.72% Costello Asset Management, INC 3Y 7Y 1.67% Canton Hathaway, LLC 3Y 7Y 1.53% Cherry Creek Investment Advisors, Inc. 3Y 1.02%

FAQ About MFN Partners Management, 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 MFN Partners Management, LP reported owning QXO?

MFN Partners Management, LP reported QXO across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported QXO position in MFN Partners Management, LP's portfolio?

The largest reported portfolio weight for QXO was 21.62% in 2025 Q2.

What is the latest reported QXO position on this page?

The most recent filing on this page is 2025 Q4, when MFN Partners Management, LP reported 30,277,326 shares, equal to 12.41% of portfolio, with an estimated market value of $584.0M.

What does the chart on this QXO ownership page compare?

The chart compares MFN Partners Management, 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 MFN Partners Management, LP time their QXO position?

Based on 13F filing dates vs. subsequent QXO price moves, MFN Partners Management, LP correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on QXO relative to SPY over the holding period was +40.4%.

← Back to MFN Partners Management, LP Holdings