Jim Cramer Says Housing Slump Is Hurting QXO More Than Toll Brothers (TOL)
Jim Cramer highlighted the widening effects of the housing slowdown on building-related companies while discussing QXO, Inc. (NYSE:QXO) and Toll Brothers, Inc.
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 73,951,325 | $1,277,878,896 | 4.39% | |
| 2. | Falcon Edge Capital Richard Gerson And Navroz D. Udwadia | 24,390,244 | $421,463,416 | 6.75% | |
| 3. | MFN Partners Farhad Nanji And Michael Demichele | 23,454,350 | $405,291,168 | 8.38% | |
| 4. | FinePoint Capital Herb Wagner | 18,113,850 | $313,007,328 | +31% | 11.18% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 7,762,412 | $134,134,479 | +4522% | 0.17% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| 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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,940,919 | $127,899,343 | 82.49% | |
| 2. | 502,025 | $5,868,672 | 2.28% | |
| 3. | 372,283 | $4,351,992 | 0.33% | |
| 4. | 255,450 | $2,986,211 | 0.25% | |
| 5. | 71,000 | $829,990 | 0.16% |
News See All
QXO (QXO) Slides on Fading Rate-Cut Expectations
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
“Sell Down Intensely,” Warns Michael Burry as He Adds to Micron, Nebius, and Palantir Shorts
The Big Short investor, Michael Burry, is adding to his bearish bets on AI and semiconductor stocks. In a September 22 post, Burry said h...
QXO (QXO) Bets Its Building Products Roll-Up On A Proven Operator
On August 24, QXO (NYSE:QXO) announced that Ken West will become its President and Chief Operating Officer effective September 1, taking over day-to-day operations and reporting directly to Chairman and...
Jim Cramer Hesitates to Bet Against QXO CEO Brad Jacobs
Mentioning that their “stock is in the hole,” a caller asked if they should stay with QXO, Inc. (NYSE:QXO) or leave during the September 11 episode of Mad Money.
Acquisitive Strategy Offers Long-Term Prospects for QXO Inc. (QXO) Despite Dilution and Integration Risks
On July 1, QXO Inc. (NYSE:QXO) finalized its cash-and-stock acquisition of TopBuild Corp. for a $17 billion consideration.
Jim Cramer Says QXO Stock Could Rise to $24 If Rates Fall
When a caller asked what was going on with QXO, Inc.
QXO (QXO) is Rebuilding Business Models for Greater Value
Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for “Orbis Global Equity Strategy”. The letter can be downloaded here.
TopBuild Acquisition Seals QXO’s (QXO) North American Dominance
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
QXO (QXO) Struggled in the Softer Market
Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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