13F Portfolios

RIPOSTE CAPITAL LLC: QXO INC (UNKNOWN): Quarterly 13F Position History

As of Q1 2026, RIPOSTE CAPITAL LLC reported 1,500,000 shares of QXO INC (UNKNOWN), worth $39.0M and representing 17.8% of its 13F equity book. Quarter-over-quarter share count change: + 535,390 (+55.5%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,500,000 +535,390 +55.5% $39.0M 17.8% $26.0
Q4 2025 964,610 385,390 -28.5% $23.2M 9.7% $24.1
Q3 2025 1,350,000 +800,000 +145.5% $45.1M 21.7% $33.4
Q2 2025 550,000 $27.0M 13.5% $49.2

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 RIPOSTE CAPITAL LLC first disclose a UNKNOWN position in 13F-HR filings?

RIPOSTE CAPITAL LLC first reported QXO INC (UNKNOWN) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was RIPOSTE CAPITAL LLC's most recent quarter-over-quarter share-count change in UNKNOWN?

Between Q4 2025 and Q1 2026, RIPOSTE CAPITAL LLC added 535,390 shares of UNKNOWN (+55.5%), bringing the total reported position to 1,500,000 shares at a market value of $39.0M.

Does the implied price-per-share represent RIPOSTE CAPITAL LLC's cost basis in UNKNOWN?

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.