MFN Partners Management, LP: QXO INC (QXO): Quarterly 13F Position History
As of Q1 2026, MFN Partners Management, LP reported 23,454,350 shares of QXO INC (QXO), worth $455.5M and representing 9.5% of its 13F equity book. Quarter-over-quarter share count change: 6,822,976 (-22.5%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 23,454,350Shares Held (Latest Filing)
- $455.5MReported Market Value (Latest Filing)
- 9.5%Portfolio Weight (% of 13F Equity Book)
- 6,822,976Quarter-over-Quarter Share Change
- -$128.6MQuarter-over-Quarter Value Change
- 53,908,701Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 23,454,350 | 6,822,976 | -22.5% | $455.5M | 9.5% | $19.4 |
| Q4 2025 | 30,277,326 | 7,973,524 | -20.8% | $584.0M | 12.4% | $19.3 |
| Q3 2025 | 38,250,850 | 8,657,851 | -18.5% | $729.1M | 14.7% | $19.1 |
| Q2 2025 | 46,908,701 | 0 | — | $1.0B | 21.6% | $21.5 |
| Q1 2025 | 46,908,701 | 0 | — | $635.1M | 14.9% | $13.5 |
| Q4 2024 | 46,908,701 | 7,000,000 | -13.0% | $745.8M | 14.7% | $15.9 |
| Q3 2024 | 53,908,701 | — | — | $850.1M | 16.8% | $15.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MFN Partners Management, LP first disclose a QXO position in 13F-HR filings?
MFN Partners Management, LP first reported QXO INC (QXO) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was MFN Partners Management, LP's most recent quarter-over-quarter share-count change in QXO?
Between Q4 2025 and Q1 2026, MFN Partners Management, LP reduced its QXO position by 6,822,976 shares (-22.5%), leaving 23,454,350 shares at a market value of $455.5M.
Does the implied price-per-share represent MFN Partners Management, LP's cost basis in QXO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.