Patient Capital Management, LLC — QXO, INC. QXO: Quarterly 13F Position History
Patient Capital Management, LLC has reported QXO, INC. (QXO) on 7 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2024. As of Q1 2026, the position is sized at 6,778,389 shares ($131.6M market value, 4.91% of the equity book). Quarter-over-quarter share count change: + 309,535 (+4.8%) .
- 6,778,389Shares Held (Latest Filing)
- $131.6MReported Market Value (Latest Filing)
- 4.91%Portfolio Weight (% of 13F Equity Book)
- +309,535Quarter-over-Quarter Share Change
- +$6.9MQuarter-over-Quarter Value Change
- 7,741,847Peak 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 | 6,778,389 | +309,535 | +4.8% | $131.6M | 4.91% | $19.42 |
| Q4 2025 | 6,468,854 | 68,173 | -1.0% | $124.8M | 4.82% | $19.29 |
| Q3 2025 | 6,537,027 | 5,175 | -0.1% | $124.6M | 4.99% | $19.06 |
| Q2 2025 | 6,542,202 | 742,625 | -10.2% | $140.9M | 6.36% | $21.54 |
| Q1 2025 | 7,284,827 | 448,203 | -5.8% | $98.6M | 5.07% | $13.54 |
| Q4 2024 | 7,733,030 | 8,817 | -0.1% | $123.0M | 5.67% | $15.90 |
| Q3 2024 | 7,741,847 | — | — | $122.1M | 5.99% | $15.77 |
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 Patient Capital Management, LLC first disclose a QXO position in 13F-HR filings?
Patient Capital Management, LLC 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 Patient Capital Management, LLC's most recent quarter-over-quarter share-count change in QXO?
Between Q4 2025 and Q1 2026, Patient Capital Management, LLC added 309,535 shares of QXO (+4.8%), bringing the total reported position to 6,778,389 shares at a market value of $131.6M.
Does the implied price-per-share represent Patient Capital Management, LLC'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.