LCM
QXO

Lionstone Capital Management’s QXO Inc QXO Stock Holding History

Lionstone 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 		$44.2M Buy
2,558,740
+226,078
+10% +$4.21M 10.16% 4
2026
Q1 		$45.3M Hold
2,332,662
– – 10.97% 4
2025
Q4 		$45M Buy
2,332,662
+211,450
+10% +$4.05M 10.4% 4
2025
Q3 		$40.4M Hold
2,121,212
– – 9.45% 6
2025
Q2 		$45.7M Buy
+2,121,212
New +$34.8M 10.97% 4

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

Lionstone Capital Management's QXO Position: Q2 2026 in Review

Lionstone Capital Management increased its QXO Inc (QXO) stake by 9.7% in Q2 2026, buying an estimated $4.21M and bringing the position to 2,558,740 shares worth $44.2M. The position accounts for 10.16% of the portfolio, ranked #4.

Lionstone Capital Management first reported a position in QXO in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.7M in Q2 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Lionstone Capital Management held 2,558,740 shares of QXO Inc worth $44.2M as of Q2 2026.
  • Lionstone Capital Management bought 226,078 QXO Inc shares in Q2 2026, an estimated $4.21M.
  • QXO Inc made up 10.16% of Lionstone Capital Management's portfolio in Q2 2026, its #4 holding.
  • Lionstone Capital Management first reported a position in QXO Inc in Q2 2025 and has held it in 5 quarters since.
  • Lionstone Capital Management's QXO Inc position peaked at $45.7M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

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