HRCM
QXO

Hood River Capital Management’s QXO Inc QXO Stock Holding History

Hood River Capital Management’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.3M Sell
4,938,602
-3,197,459
-39% -$59.5M 0.62% 56
2026
Q1 		$158M Buy
8,136,061
+83,161
+1% +$1.9M 1.58% 14
2025
Q4 		$155M Sell
8,052,900
-169,561
-2% -$3.25M 1.7% 10
2025
Q3 		$157M Sell
8,222,461
-80,034
-1% -$1.66M 1.85% 9
2025
Q2 		$179M Buy
+8,302,495
New +$136M 2.5% 5
2025
Q1 		– Sell
-3,129,149
Closed -$49.8M – 185
2024
Q4 		$49.8M Sell
3,129,149
-771,688
-20% -$12.2M 0.73% 53
2024
Q3 		$61.5M Buy
+3,900,837
New +$114M 0.99% 37

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hood River Capital Management's QXO Position: Q2 2026 in Review

Hood River Capital Management reduced its QXO Inc (QXO) stake by 39% in Q2 2026, selling an estimated $59.5M and leaving 4,938,602 shares worth $85.3M. The position accounts for 0.62% of the portfolio, ranked #56.

Hood River Capital Management first reported a position in QXO in Q3 2024 and has held it in 7 quarters since. The position peaked at $179M in Q2 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Hood River Capital Management held 4,938,602 shares of QXO Inc worth $85.3M as of Q2 2026.
  • Hood River Capital Management sold 3,197,459 QXO Inc shares in Q2 2026, an estimated $59.5M.
  • QXO Inc made up 0.62% of Hood River Capital Management's portfolio in Q2 2026, its #56 holding.
  • Hood River Capital Management first reported a position in QXO Inc in Q3 2024 and has held it in 7 quarters since.
  • Hood River Capital Management's QXO Inc position peaked at $179M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Hood River Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.