Will QXO (QXO) Become a Long-Term Compounder?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Orbis Investment Management William B. Gray | 109,409,191 | $1,725,382,942 | 9.13% | |
2. | MFN Partners Farhad Nanji And Michael Demichele | 53,908,701 | $850,140,215 | 16.76% | |
3. | FinePoint Capital Herb Wagner | 25,750,781 | $406,089,816 | 29.51% | |
4. | Patient Capital Management Samantha Mclemore | 7,741,847 | $122,088,927 | 5.99% | |
5. | Cercano Management Chris Orndorff | 6,564,550 | $103,522,954 | 2.47% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$5.93 | 27,000 | Large Shareholder | 415,000 | 2021-11-16 | Filing | |
$5.31 | 9,900 | Large Shareholder | 760,000 | 2021-10-25 | Filing | |
$8.01 | 100 | Large Shareholder | 750,100 | 2021-08-25 | Filing | |
$6.74 | 5,000 | Large Shareholder | 750,000 | 2021-08-17 | Filing | |
$7.89 | 500 | Large Shareholder | 745,000 | 2021-08-05 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$15.05 | 7,000,000 | 46,908,701 | 2024-11-06 | Filing | ||
$15.05 | 795,894 | 53,908,701 | 2024-08-26 | Filing | ||
$287.50 | 100 | Officer | 174 | 2024-06-10 | Filing | |
$252.36 | 879 | Officer | 274 | 2024-06-10 | Filing | |
$250.00 | 979 | Officer | 1,153 | 2024-06-10 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 60,200 | $8,240,178 | 0% | |
2. | 20,686.625 | $2,831,585 | 0% | |
3. | 5,162.5 | $706,643 | 0.26% | |
4. | 3,881.75 | $531,495 | 0% | |
5. | 2,500 | $342,200 | 0.07% |