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QXO position history

The shares of Qxo Inc. (QXO) that Patient Capital Management, LLC reported in each quarter’s 13F.

Equity, COM NEW

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q3: 7,741,847 shares, $122M, 6.0% of portfolio, New
  2. 2024 Q4: 7,733,030 shares, $123M, 5.7% of portfolio, Reduce −0.1%
  3. 2025 Q1: 7,284,827 shares, $99M, 5.1% of portfolio, Reduce −5.8%
  4. 2025 Q2: 6,542,202 shares, $141M, 6.4% of portfolio, Reduce −10.2%
  5. 2025 Q3: 6,537,027 shares, $125M, 5.0% of portfolio, Reduce −0.1%
  6. 2025 Q4: 6,468,854 shares, $125M, 4.8% of portfolio, Reduce −1.0%
  7. 2026 Q1: 6,778,389 shares, $132M, 4.8% of portfolio, Add +4.8%
  8. 2026 Q2: 7,136,669 shares, $123M, 4.0% of portfolio, Add +5.3%
Holdings date Value % of holdings Shares Filing date All 13F holders