Will Acquisition Strengthen QXO’s (QXO) Future Growth?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 73,951,325 | $1,436,134,731 | -14% | 6.06% |
| 2. | Falcon Edge Capital Richard Gerson And Navroz D. Udwadia | 24,390,244 | $473,658,538 | 59.92% | |
| 3. | MFN Partners Farhad Nanji And Michael Demichele | 23,454,350 | $455,483,477 | -23% | 9.54% |
| 4. | FinePoint Capital Herb Wagner | 13,858,415 | $269,130,419 | -35% | 13.78% |
| 5. | Hood River Capital Management David Swank | 8,136,061 | $158,002,305 | +2% | 1.58% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.93 | 27,000 | $160,223.40 | 415,000 | 2021-11-16 | Filing | |
| $5.31 | 9,900 | $52,541.28 | 760,000 | 2021-10-25 | Filing | |
| $8.01 | 100 | $800.50 | 750,100 | 2021-08-25 | Filing | |
| $6.74 | 5,000 | $33,722.00 | 750,000 | 2021-08-17 | Filing | |
| $7.89 | 500 | $3,947.30 | 745,000 | 2021-08-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.05 | 7,000,000 | $105,350,000.00 | 46,908,701 | 2024-11-06 | Filing | |
| $15.05 | 795,894 | $11,978,204.70 | 53,908,701 | 2024-08-26 | Filing | |
| $287.50 | 100 | $28,750.00 | 174 | 2024-06-10 | Filing | |
| $252.36 | 879 | $221,824.44 | 274 | 2024-06-10 | Filing | |
| $250.00 | 979 | $244,750.00 | 1,153 | 2024-06-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,940,919 | $189,059,080 | 69.69% | |
| 2. | 286,036 | $4,942,702 | 0.22% | |
| 3. | 156,350 | $2,701,728 | 0.22% | |
| 4. | 102,420 | $1,769,818 | 0.7% | |
| 5. | 89,728 | $1,550,500 | 1.11% |