Sepio Capital 13F: New $911K Stake in QXO
Key Points
- Sepio Capital disclosed a brand-new position of 77,900 shares in QXO, Inc. QXO valued at approximately $910,651.
- QXO, Inc. QXO recently traded around $11.03, sitting below its 50-day moving average.
- Wall Street analysts currently maintain a strong buy consensus on QXO, Inc. QXO with a mean price target of $25.11.
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Sepio Capital purchased a new stake in QXO, Inc. QXO, picking up 77,900 shares. The investment had a reported value of about $910,651. The position came to light in a Form 13F filing submitted to the Securities and Exchange Commission on October 22, 2026.
QXO
QXO, Inc.
What Changed in Sepio Capital's QXO, Inc. Position
Sepio Capital opened a new position in the building products distributor during the quarter, going from zero shares to 77,900 shares. The new holding was valued at $910,651 on the filing date.
Other Institutional Activity in QXO, Inc.
Other major investors have also adjusted their positions in the building products firm recently. James Hambro & Partners bought a new position of 547,042 shares, ending with 547,042 shares worth about $6,397,656. E. Ohman J:or Asset Management disclosed a brand-new stake of 1,201,869 shares valued at about $14,049,849. Tritonpoint Wealth reduced its position by 67,195 shares, ending with 414,373 shares worth about $4,844,016. Orbis Allan Gray Ltd held steady with 73,951,325 shares valued at about $814,943,635. Baillie Gifford & Co grew its holdings by 34,243,509 shares, ending with 478,678,86 shares worth about $527,504,125.
QXO, Inc. Stock Up 5.4%
QXO, Inc. QXO closed at $11.02 on October 22, 2026, and recently traded around $11.03 as of October 23, 2026.
Recent Earnings
QXO, Inc. QXO reported trailing twelve month revenue of $9,898,200,064 and earnings per share of -$0.89.
Insider Buying and Selling at QXO, Inc.
MFN Partners LP sold 7,000,000 shares on November 6, 2024, at an average price of $15.05 for a total value of $105,350,000.
Analysts Set New Price Targets
On August 25, 2026, DA Davidson initiated coverage with a Buy rating and a $26.00 price target. On October 7, 2026, RBC Capital maintained an Outperform rating while lowering its target from $27.00 to $18.00. On October 8, 2026, Truist Securities maintained a Buy rating and lowered its target from $26.00 to $15.00. On October 13, 2026, Wells Fargo maintained an Overweight rating and lowered its target from $18.00 to $16.00. On October 16, 2026, Wells Fargo maintained an Overweight rating and lowered its target from $16.00 to $15.00.
About QXO, Inc.
QXO, Inc. QXO distributes roofing, waterproofing, and other building products across the United States and Canada. The company supplies roofing and siding materials for residential construction projects.
Bottom Line
Investors will watch how QXO, Inc. QXO performs when it releases its next earnings update on November 5, 2026.
Related Filing Alerts
Source: Sepio Capital's 13F filing on $QXO (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts