Follow The Filings

QXO

Consumer Discretionary, filed as QXO INC (COM NEW), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 1

  • 5 Owners
  • Max 4.0%
  • $240M
  • 1 new 3 add 1 exit

In 2026 Q2, 1 manager opened a position, 3 added, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 4.0% (Samantha Mclemore, Patient Capital Management). Not free-float ownership.

  1. Samantha Mclemore Add 4.0%
  2. Harry Burn Add 2.8%
  3. Ben Tsai 0.41%
  4. First Eagle Investment Manage... Add 0.02%
  5. George Soros New 0.01%

Who owns QXO

Sorted by value, long equity only, as of 2026 Q2.

History
Samantha Mclemore, Patient Capital Management 4.0% Add +5.3% 7,136,669 $123M History
Harry Burn, Sound Shore Management 2.8%, was 2.6% Add +32.3% 5,198,401 $90M History
Ben Tsai, Spruce House Investment Management 0.41% Hold 813,009 $14M History
First Eagle Investment Management 0.02%, was 0.01% Add +197.0% 662,894 $11M History
George Soros, Soros Fund Management 0.01% New 0.01% 49,835 $861K History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 10,692 $208K History

5 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by QXO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All QXO insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 14 option exercises, 8 share withholdings for taxes, and 2 stock grants.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
424B7 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 1.01,2.01,2.03,3.03,5.02,5.03,7.01,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07,7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
424B3 Filing Doc
8-K 8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 3 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $0.057B $6.84B
Gross profit * $0.022B $0.023B $1.57B
Gross margin * — 40.3% 23.0%
Net income -$1.07M $27.97M -$279.4M
Net margin * — 49.2% -4.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.012B $5.09B $5.55B
Total non-current assets * $0.009B $0.009B $10.34B
Total assets $0.02B $5.1B $15.89B
Total current liabilities $0.012B $0.045B $1.55B
Total non-current liabilities * $0.002B $0B $4.63B
Total equity $0.007B $5.05B $9.71B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.584M $84.88M $261.4M
Cash from investing -$0B -$0B -$10.63B
Cash from financing -$0.002B $4.98B $7.66B
Net change in cash * -$0.002B $5.07B -$2.71B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.