NYSE · Consumer Discretionary

QXO INC QXO

QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada. It offers roofing and siding materials for residential construction, such as asphalt shingles, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation; and siding materials, including vinyl siding aluminum siding, steel siding, fiber cement siding, wood and composite siding, trim and accessories, and gutters and accessories.

RETAIL: Building Materials

Company profile

Business mix

  • It offers roofing and siding materials for residential construction, such as asphalt shingles, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation.
  • The company also provides commercial roofing and siding products built-up roofing, modified roofing, EPDM roofing, PVC roofing, low-slope metal roofing TPO roofing, and commercial accessories.
  • In addition, it offers building materials; exterior and interior materials; and tools and equipment.
  • It serves professional contractors, home builders, building owners, lumberyards, and retailers. The company was formerly known as SilverSun Technologies, Inc. and changed its name to QXO, Inc. in June 2024.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 1.7% Buyback -116.7%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.3% $264.6M 2026-03-31
Mar Vista Investment Partners 0.9% $9.3M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $272.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +15419.3% +14,009,789 / 90,859
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
New Shares - 13F value change +$9.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 0 Last 2 periods +476,409 (New) Total shares 476,409 Value $9.3M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 16117.6% 13F value change +$282.5M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -7.5% 13F value change -$19.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 90,859 Last 2 periods +13,533,380 (+14894.9%) Total shares 13,624,239 Value $264.6M

Recent mentions

No public mentions.