Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”. The letter can be downloaded here. The Opportunity Equity Strategy outperformed the S&P 500 in the latest quarter, gaining 4.32% compared to 2.30%, and is up 14.93% year-to-date versus the index’s 12.75%. The market shows resilience, despite rate […]

QXO Inc. (NYSE:QXO) is down almost 43% so far in 2026, as the stock traded at $11 during the early hours on October 8. The last 6 months have seen a drop of more than 46%, compared to a 33.88% gain for Insider Monkey Billionaire Index and 18.18% for the S&P 500 ETF (SPY). Over […]

Gainplan LLC increased its holdings in QXO, Inc. (NYSE:QXO - Free Report) by 390.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 502,025 shares of the company

Galvin Gaustad & Stein LLC lowered its stake in QXO, Inc. (NYSE:QXO - Free Report) by 22.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 372,283 shares of the company

Challenges across telecommunications, electric vehicles and building products weighed on investor sentiment.

QXO (NYSE:QXO) Reaches New 1-Year Low Following Analyst Downgrade