Affinity Partners GP LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Affinity Partners GP LP reported 1 stock position worth $634.8 million. Its top holding was Qxo (QXO) at 100.0% of the portfolio. Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
SUNNY ISLES BEACH, FL
CIK
0002059583
Portfolio Value
$634.8M (Q1 2026)
SEC Filing
0001140361-26-020812 ↗ filed May 12, 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 Q4 2025 Q1 2026: $634.8M $634.8M Q1 2026 Q2 2026: $565.0M Q2 2026

Holdings 1 stocks · $634.8M

QXO Qxo Inc. 100.00% 32,686,065 $634.8M No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

None this quarter.

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