Vault-13

Affinity Partners GP LP

SUNNY ISLES BEACH, FL · CIK 2059583 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$565.0m reported value -11.0% vs Q1 2026
1positions
100.0%in top 10
0 new 1 added 0 reduced 0 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 QXO INC COM NEW QXO QXO 32,698,176 $565.0m100.00% 100.00% AddedShares held: Q3 2025 32.7m, Q4 2025 32.7m, Q1 2026 32.7m, Q2 2026 32.7m +12.1k +12,111 0.0%