QXO
Qxo Inc
5 super-investors hold QXO worth a combined $246M. The largest position: Samantha McLemore at 4.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 21 — ranked #631 of 724 scored stocks.
Why super-investors own QXO
Ownership of QXO within the cohort is narrow and static: five managers hold a combined $246M, with no additions, trims, or exits in 2026Q1. The dominant position belongs to Samantha McLemore, whose $132M stake represents 4.9% of her portfolio — the only holder with meaningful concentration. Harry Burn carries a smaller but still notable 2.6% weighting at $76M, while Joel Greenblatt, First Eagle, and Polen Capital hold rounding-error positions relative to their overall books. The cohort count held at one for seven consecutive quarters before expanding to five, yet activity has since gone flat, suggesting the early entrants are holding rather than building, and no new conviction is emerging from the broader group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 4.9% | 7q | $132M | 6,778,389 |
| 2 | Harry Burn | 2.6% | 2q | $76M | 3,929,810 |
| 3 | Joel Greenblatt | <0.1% | 7q | $34M | 1,734,239 |
| 4 | First Eagle Investment Management | <0.1% | 4q | $4M | 223,184 |
| 5 | Polen Capital Management | <0.1% | — 1q | $208K | 10,692 |
Owners of QXO also hold
Long US equity 13F-HR filings only. CUSIP 82846H405. Not investment advice.