Affinity Partners GP LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Affinity Partners GP LP reported 1 stock position worth $630.5 million. Its top holding was Qxo (QXO) at 100.0% of the portfolio. Compared with Q3 2025, it added to 1. The biggest buy was Qxo (QXO, shares +0%).

Most Recent 13F
Q2 2026
Location
SUNNY ISLES BEACH, FL
CIK
0002059583
Portfolio Value
$630.5M (Q4 2025)
SEC Filing
0001140361-26-005201 ↗ filed Feb 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $260.9M Q4 2024 Q1 2025: $222.2M Q1 2025 Q2 2025: $703.7M Q2 2025 Q3 2025: $622.7M Q3 2025 Q4 2025: $630.5M $630.5M Q4 2025 Q1 2026: $634.8M Q1 2026 Q2 2026: $565.0M Q2 2026

Holdings 1 stocks · $630.5M

QXO Qxo Inc. 100.00% 32,686,065 $630.5M Add +0.0%

Portfolio Sells Q3 2025 → Q4 2025

None this quarter.

Portfolio Buys Q3 2025 → Q4 2025

QXO Qxo Inc. Add +0.0% 100.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$565.0MQXO
Q1 2026 1$634.8MQXO
Q4 2025 1$630.5MQXO
Q3 2025 1$622.7MQXO
Q2 2025 1$703.7MQXO
Q1 2025 1$222.2MQXO
Q4 2024 1$260.9MQXO