# Affinity Partners GP LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2059583. Source: https://holderbook.com/funds/2059583-affinity-partners-gp-lp/

- Reported value: $565.0M
- Positions: 1
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $565.0M | 32,698,176 | 100.0% | 7 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $565.0M | 1 |
| Q1 2026 | $634.8M | 1 |
| Q4 2025 | $630.5M | 1 |
| Q3 2025 | $622.7M | 1 |
| Q2 2025 | $703.7M | 1 |
| Q1 2025 | $222.2M | 1 |
| Q4 2024 | $260.9M | 1 |