StockDriftsStockDriftsTop 1 Affinity Partners Gp LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QXO | QXO INC | 100% | 32.70M | $565.0M | +0.04%(+12.11K) | $16.74(-13.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.68% |
Affinity Partners Gp LP reports $565.02M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is QXO (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +8.68% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Affinity Partners Gp LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Affinity Partners Gp LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059583). View Affinity Partners Gp LP’s 13F filings on SEC