FIRST MANHATTAN CO. LLC.

Position in QXO — QXO, Inc.

CIK 728083 NEW YORK, NY

Position in QXO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$84,123,722

+$52,195,941 QoQ

Shares Held

4,868,271

+196.1% QoQ

Ownership

0.469%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#33

of 638 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $155,642,248 across 5 Industrial Distribution names. QXO ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QXO	QXO, Inc. This page	4,868,271	$84,123,722
2	POOL	Pool Corp	323,110	$69,436,339
3	FAST	Fastenal Co	18,016	$865,308
4	GWW	W.W. Grainger, Inc.	585	$795,834
5	DNOW	DNOW Inc.	32,463	$421,045

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,123,722	4,868,271	+196.1%	Shares	Sole	2026-08-14
2026-03-31	$31,927,781	1,644,067	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$30,440,680	1,578,055	+18.9%	Shares	Sole	2026-02-17
2025-09-30	$25,291,762	1,326,955	+59.7%	Shares	Sole	2025-11-14
2025-06-30	$17,900,623	831,041	+2764.2%	Shares	Sole	2025-08-14
2025-03-31	$392,863	29,015	+121.9%	Shares	Sole	2025-05-15
2024-12-31	$207,892	13,075	0.0%	Shares	Sole	2025-02-14
2024-09-30	$206,192	13,075	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.